Followers of the Kepler will note major changes in the portfolio makeup. The latest asset allocation is income driven as I am using a number of Closed-End-Funds (CEFs) to augment VOO and SCHD. For more information on CEFs check out the latest Hawking portfolio and this blog post.
Archives for May 2025
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management
In part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward, I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine ETFs in a “Buy-and-Hold” portfolio that I would be selecting only […]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, with fixed allocations – where risk is impacted by the level of diversity and correlation between […]
Closed End Funds (CEFs): 19 May 2025
Have you been following the Hawking Portfolio? If not, you may want to give a close looking to this unique approach to investing. If income is of interest then investing in Closed End Funds (CEFs) is definitely an option. Before launching into this management model I highly recommend investors first read Steven Bavaria’s book, The […]
Rutherford-Darwin Portfolio Review: 16 May 2025
It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week’s close:
Schrodinger Portfolio Review: 16 May 2025
Since the last review Schwab made a number of changes in the Schrodinger. It is rare for such changes. I suspect Schwab performed some tax harvesting. One change was to add a municipal bond ETF, SCMB. The percentage is so small it will not have much impact on the overall performance. Schrodinger Security Holdings Below […]
Huygens Portfolio Review: 13 May 2025
Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab’s Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security. Most likely the AOR is tilted a tad more toward equity holdings whereas […]
Carson Sector BPI Portfolio Review: 13 May 2025
Today’s market brings us closer to closing the equity losses from early April. As one of the Sector BPI portfolios, the Carson experienced only minor losses in April. Several sectors are currently in the overbought zone and as a result, Trailing Stop Loss Orders (TSLOs) are in place to lock in profits. It is difficult […]
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