In a few days the Franklin portfolio will celebrate its fourth birthday. With this much history we are beginning to gain some sense as to how the Sector BPI investment model performs during a bull market. What we still don't know is how well this investing model will perform in a bear market. The Franklin only caught the tail end of the poor 2022 market. Not much of a test. The next four … [Read More...]
Franklin Sector BPI Portfolio Update: 24 October 2026
In a few days the Franklin portfolio will celebrate its fourth birthday. With this much history we are beginning to gain some sense as to how the Sector BPI investment model performs during a bull market. What we still don't know is how well this … [Read more]
Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals
I requested ChatGPT to create a portfolio for a retiree who does not require income and will most likely be able to live off a pension plus social security. Below is the response from AI. Based on the high probability of increases in interest rates … [Read more]
Dirac 2026 Portfolio Review: 23 October 2026
The broad US Equity market continues to consolidate in a narrow range - closing the week down ~0.4% from last week's close: The rotation between sectors continues: with technology fading slightly and more defensive sectors picking up the … [Read more]
Bethe Portfolio Update: 22 October 2026
The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post. One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset … [Read more]
McClintock Sector Asset Allocation Portfolio Update: 21 October 2026
It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio. Such is the case with the McClintock this morning. While the overall market is hovering at or near all-time highs, … [Read more]
Kepler Portfolio Update: 20 October 2026
The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection … [Read more]
Huygens Asset Allocation Portfolio: 19 October 2026
Huygens is a classic asset allocation portfolio with the ETFs skewed toward value instead of growth. There is also an emphasis on inflation protection and dividend generation. The plan is for this portfolio to withstand, to some degree, a major … [Read more]
Darwin 2026 Portfolio Review: 16 October 2026
US Equities lost a little ground over the past week with the SPX (S&P 500 Index) dropping ~2% from last week's close and the all-time highs. We remain in a long-term bullish uptrend channel but trading has remained in a fairly narrow 240 point … [Read more]
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