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 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.

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 […]