Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio. Is the portfolio moving in the right direction? In other words, is the Sector BPI investing model help or hindering the Pauling?
Pauling Checkup: 30 November 2023
As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model. Keep in mind the Pauling has only been using the Sector BPI model for one month […]
Reworking Pauling Portfolio: 20 November 2023
Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios. What I’ve done is to add eleven sector ETFs where these new eleven are equal-weight index securities rather than cap-weighted. If readers wish to […]
Pauling Sector BPI Portfolio Review: 7 November 2023
If you are prevented from reading this blog post, register as a Guest and wait for me to upgrade you to the Platinum level. Registration is free to all who register as a Guest. To learn more about the Sector BPI Plus model, check out this Seeking Alpha article. Yesterday I posted a blog as […]
Pauling In Transition: 23 October 2023
The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month. This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity securities. To provide data for a Portfolio Report I want to begin the holdings […]
Pauling Portfolio Review: 5 October 2023
Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA. Last spring or summer I altered the investing model. To see if the change is having an impact on the return/risk ratio, pay special attention to the Jensen Performance Index and the Information […]
Pauling Portfolio Review: 29 September 2023
Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs. What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell (BHS) model with the Pauling. For many months the Pauling is either […]
Pauling Portfolio Review: 24 August 2023
From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected. Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high points. Regardless, a change was needed and I made a switch in the […]
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