Kepler is one of several Asset Allocation portfolios using this standard investing model. Like the Einstein, the Kepler was used by the owner to hold assets needed for education. Those withdrawals are over and now it is time to begin adding to the portfolio or at least stabilizing it for future growth. Under the old […]
Kepler Asset Allocation Portfolio Review: 8 October 2024
ITA readers frequently find me referencing investment writings by William J. Bernstein, Richard Ferri, Charles Ellis, Larry Swedroe, David Swensen and a few others. Bernstein is at the top of my list based on the soundness of his information and humorous writing style. Embedded in the writings of all these authors is the fundamental principle […]
Kepler Asset Allocation Portfolio Review: 17 September 2024
Yesterday I updated the Einstein, a portfolio very similar to the Kepler to be reviewed in this blog post. Both portfolios were recently switched to the Asset Allocation model and as such both portfolios need special attention when it comes to rebalancing. As readers can see in the first screenshot, the Kepler is heavy in […]
Kepler Sector BPI Portfolio Review: 15 May 2024
Kepler is the Sector BPI portfolio scheduled for review today so we need to check to see if any of the overbought sectors are part of the Kepler. Readers who checked the Forum yesterday were notified of several BPI changes. Notably, Industrial (VIS), Materials (VAW), and Real Estate (VNQ) joined Energy (VDE), Financial (VFH), and […]
Kepler Sector BPI Review: 19 April 2021
Yesterday I posted a Forum notice that Technology dipped into the oversold zone. VGT is now a Buy. This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]
Kepler Sector BPI Portfolio Review: 26 March 2024
Kepler is another Sector BPI portfolio once managed using a Relative Momentum model. When the performance lagged I finally made the switch to the Sector BPI model. To see how this move is working out be sure to check on the very last screenshot of this blog post. If you signed up as a Guest, […]
Kepler Sector BPI Portfolio Review: 7 March 2024
You have to pick what you’re going to be worried about. Markets are volatile, but retirement is certain. – Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500. While the performance data goes back to 12/31/2021 or when the last portfolio was launched, […]
Kepler Sector BPI Portfolio Review: 5 February 2024
Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA. As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the next year or so. Readers will note that I’ve added […]
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