Kepler is the portfolio up for review this morning.  Committed readers of this blog likely noticed that over the past several months I’ve been simplifying most of the portfolios.  When the last performance table was posted three portfolio investment styles stood out.  Investing only in U.S. Equities as modeled by the Copernicus was number one.  […]

Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment.  I’m reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken.  The Internal Rate of Return (IRR) of the Kepler is not […]

Kepler, one of two Relative Strength portfolios, is up for review today.  Over the past 14 months neither the Einstein or Kepler have demonstrated the performance/risk level expected of this model.  Regardless, I’m going to continue testing this investing model as we need to see how it works in something other than the poor investing […]

Prepare for a less than stellar performance from the Kepler as I walk through this review.  Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly.  The result is the same disappointing performance that will require some changes if this continues over the next several months.

Kepler, one of two remaining Relative Momentum portfolios, is the account up for review today.  This review comes at a time when the U.S. Congress is a mess and we have concerns such disruptions may work their way into the financial markets.  Readers will note the cautious approach when working with portfolios such as the […]