Nearly six months rolled by since the last Quantext Portfolio Planner (QPP) analysis of the Kepler Portfolio. Platinum readers can go through the QPP analysis and do not neglect the correlation matrix. Take a close look and let me know your observations.
Investors looking for a sample portfolio to emulate should consider the Kepler, the portfolio reviewed in this blog post. The following screenshots show the current Dashboard and Portfolio Performance Data. Since new cash is flowing into this portfolio I am not too concerned about mid-cap value and mid-cap growth running above the target percentage. New investments will eventually balance out these “red” asset classes unless they continue to grow at a rapid rate. That is a problem I can easily handle.
Exactly one month passed since I last posted the portfolio performance data table. All portfolios showed an increase in absolute value. The gain or loss compared to the two critical benchmarks is mixed. Portfolios that gained with respect to the ITA Index were the following: Bohr, Madison, and Gauss. There was no change in the Curie, Newton, Einstein, and Kenilworth portfolios. The Schrodinger, Kepler, Maxwell, and Euclid portfolios lost a few basis points.