After a few weeks since launch the Pauling is beginning to settle down into the Asset Allocation plan as envisioned. As with most portfolios I anticipate some additional evolutionary adjustments over the next year will occur. A few assets from the old model are currently oversubscribed or carry a higher percentage of the portfolio than […]
Pauling II Asset Allocation Portfolio Launch: 1 April 2024
“A major part of any investment plan is portfolio asset allocation.” – Richard A. Ferri Welcome to the Pauling II Asset Allocation portfolio. Expanding on the Tentative Asset Allocation model, the Pauling II will use fifteen (15) asset classes, recognizing there will be some overlap between VTI, VOO, VO, VB, and QQQ. Expanding from 10 […]
Pauling Sector BPI Portfolio Review: 18 March 2024
“The relationship between market risk and expected return is an essential one.” – Richard A. Ferri Other than holding 22.9% in cash the Pauling is well positioned as we enter the spring and summer months. The investment quiver is focused on the eleven sectors plus two U.S. Equity ETFs, VTI and VOO. Utilities (VPU) falls […]
Pauling Sector BPI Portfolio Review: 5 March 2024
Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios. Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how the Sector BPI investment strategy is working for a less than stellar portfolio. To read […]
Pauling Sector BPI Portfolio Review: 14 February 2024
If you checked either the Forum or a comment under the latest Bullish Percent Indicator post you found the latest move among the sectors that make up the U.S. Equities market. The sector in question is identified in the analysis of the Pauling so follow along as I walk through this February review.
Pauling Sector BPI Portfolio Review: 30 January 2024
Pauling is the portfolio up for review today. Pauling joined the Sector BPI investing model last October. Readers can see how well this model worked over the past four months in the fifth screenshot below. Four months is a very short time in the investing world so pay more attention to trends vs. absolute growth […]
Pauling Sector BPI Portfolio Review: 12 January 2024
Pauling is the Sector BPI portfolio up for review this morning. No sectors are to be found in the oversold zone so we expect little action in this update. In the last screenshot I included a table I rarely post so examine it carefully. Tomorrow I plan to post the latest Bullish Percent Indicator data. […]
Pauling Portfolio Review: 26 December 2023
Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog. Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its benefits. A high percentage currently held in cash is holding […]
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