Since the last Bethe update VGT hit the 3% TSLO. In fact all shares of Technology were sold out of the portfolio just yesterday. The sale of VGT leaves Bethe with over $9,000 in cash. What to do with this money is explained later in the analysis. While it is still eleven months away from […]
Einstein Portfolio Review: 4 December 2023
Einstein is another Sector BPI portfolio I’m updating today. Since no sectors are oversold there are no transitions anticipated. Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog. That purchase does not show up in this analysis.
Huygens Sector BPI Portfolio Review: 4 December 2023
Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I’ve done so with any of the Sector BPI portfolios. Huygens is new to the Sector BPI investing model so pay attention to trends vs absolute values. The Sector BPI […]
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 […]
Kepler Portfolio Review: 29 November 2023
Kepler is the portfolio up for review today. Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted. The ETFs in question are those that begin with the XL ticker letters. To rectify this problem […]
Franklin Sector BPI Portfolio Review: 28 November 2023
Franklin is the Sector BPI portfolio up for review this morning. I moved the Franklin from a Dual Momentum™ style portfolio over to the Sector BPI model last February so we are coming up on a year of operation. Keep this in mind when you look over the Risk Ratios data. Since the most recent […]
Sector BPI Portfolio Report: 27 November 2023
For some reason I keep thinking the Sector BPI model is close to two years old. In fact, the Carson Sector BPI model was launched a little over a year ago. A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first day this blog began back in 2008. This […]
Carson Sector BPI Portfolio Review: 27 November 2023
As the oldest Sector BPI portfolio the Carson is breaking ground in the sense that more data is available to judge this unique investing model. Unique in that I’ve not run across this model and the various ways to manipulate sector ETFs to protect capital. In this review I’ve added two additional screenshots that will […]
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