Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification. In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market. One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [Read More...]
Bohr Portfolio Update: 28 October 2026
Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification. In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market. One change reader will see is moving more … [Read more]
Einstein Portfolio Update: 27 October 2026
If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example. I am in the process of reducing the number of asset classes so all are currently not in balance. Below I will go through the process of how I intend to … [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]
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