Carson is next to the last portfolio to be reviewed in 2025. Tomorrow I will update the Millikan portfolio. The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing
Archives for 2025
Gifting a Grandchild
What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of time? Here are
Copernicus Portfolio Update: 24 December 2025
Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and
Gauss Portfolio Update: 22 December 2025
Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments. Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago. In addition to no withdrawals new
Kepler Portfolio Update: 19 December 2025
Kepler is the portfolio up for review this morning. Major asset allocation changes are coming to the Kepler for two reasons. 1) The portfolio has been a poor performer. Therefore adjustments are appropriate 2) The new asset allocation model is designed to be somewhat recession resistant.
Huygens Portfolio Update: 18 December 2025
Huygens is the asset allocation portfolio up for review this morning. This portfolio is set up to “resist” taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months. A correction or recession is certainly not a sure
McClintock Sector BPI Portfolio Review: 15 December 2025
McClintock is the Sector BPI portfolio up for review this morning. The three Sector BPI portfolios are investment models unique to the ITA blog. For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently
Copernicus Portfolio Update: 14 December 2025
Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead. Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least
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