Seventeen stocks made the "Creme List" this week. There were major changes in the Point n Figure (PnF) graphs and that shook up the list more than usual. However, no new stocks made the list, nor were any companies excised from the group.
The Schrodinger was not scheduled for an update for a few weeks, but it has been some time since I last reported on this passively managed portfolio. This portfolio is operated in contrast to what I plan for the Maxwell and Euclid portfolios. Little attention is paid to the Schrodinger other than keeping the asset class close or in balance with the target percentages. Otherwise, the portfolio functions without any interference.
Suppose this was October 2nd instead of September 2nd and the alert is on for the Maxwell and Euclid portfolios. It is time to fire up the StockCharts graphs for VTI, VEU, VWO, VNQ, and RWX. Assume we are always going to include TLT and TIP in the portfolio. Using VNQ as showing in the graph below, how do we interpret what move to make, assuming we were out of the market with VNQ? This is not a purely mechanical method as judgement is required. Below is how I would move with VNQ were this October 2nd.
As mentioned in an earlier post, I need to set out a plan of action so as to pull the IRR values of both the Maxwell and Euclid portfolios ahead of the IRR for the VTSMX benchmark. Both portfolios are lagging, in part due to inattention and carrying too much cash. The follow approach is designed to turn this around.
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