I am presently in the process of moving funds around a bit – and I also have to make mandatory withdrawals from some of my retirement accounts – so this is one portfolio that gets affected. Although the Dirac portfolio was last year’s best performing portfolio (on a percent gain basis) it has disappointed a […]
Sample Carson IRR Comparisons
Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios? I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]
Dirac Portfolio Review – 31 August 2020
I’m reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due. We’ll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) that are considered for inclusion in the portfolio: At the present time the portfolio […]
Rutherford Portfolio Review (Tranche 3) – 3 January 2020
To date, performance of the Rutherford Portfolio looks like this: with strong performance over the past month or so as we’ve rotated into US Equities. The first review of the Rutherford Portfolio in 2020 takes a look at Tranche 3: that is currently holding positions in VTI (US Equities), VEA (International Developed Market Equities) and […]