Kepler is similar to the Einstein in that both portfolios were managed by a similar investing model and both were switched to the Sector BPI model about the same time. Based on Bullish Percent Indicator data no sectors are oversold and all overbought sectors have long had their respective ETFs set with 3% TSLO values. […]
Kepler Sector BPI Portfolio Review: 26 December 2023
Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months. Therefore, pay more attention to trends rather than the absolute performance results. This also applies to other portfolios that are in the process of making the transitions to the […]
Kepler Portfolio Review: 29 November 2023
Kepler is the portfolio up for review today. Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted. The ETFs in question are those that begin with the XL ticker letters. To rectify this problem […]
Kepler Sector BPI Portfolio Update: 13 November 2023
During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model. Kepler is one such example and I’m not quite there as Materials (VAW) is only half filled based on the recommendation visible in the first screenshot below. Instead of picking up […]
Kepler Portfolio Transition: 21 October 2023
As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model. I’ve simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end of the month data so the “launch” date for this new model will be October […]
Kepler Portfolio Review: 28 September 2023
Unlike the recent Sector BPI portfolio updates, the Kepler is struggling to keep up with the SPY benchmark. Just last May the Kepler investment quiver was more complicated. Over the summer I’ve simplified the portfolio in hopes of closing the gap between the Kepler Internal Rate of Return (IRR) and the IRR of the SPY […]
Kepler Portfolio Review: 22 August 2023
Carson was the portfolio up for review this morning, but the owner withdrew cash and I don’t want to review the portfolio until that transaction is complete. Therefore, I am moving the Kepler up one day for this update. The market opened mixed this morning so the changes will rely on the recommendations coming out […]
Kepler Portfolio Update: 2 August 2023
Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur. As readers will see in a moment, this is a period where equities rather than bonds are recommended.
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