July ends with the update of another “mini” asset allocation portfolio. Gauss brings July to a close. As with similar portfolio structures I am tilting toward income vs. growth until the political environment shows some stability. If and when we observe market weakness, at that time I will make an effort to slowly move […]
Archives for July 2025
Einstein Portfolio Review: 30 July 2025
Einstein is similar to the Bethe portfolio, posted earlier today. This will be a quick analysis as the rebalancing process is similar. The Einstein is in a state of rebuilding after significant withdrawals were made to cover educational expenses.
Bethe Portfolio Update: 30 July 2025
Bethe is one of the “mini” asset allocation portfolios and one that needed rebalancing. This morning I sold a significant number of SHV shares making rebalancing possible. SCHD was most out of balance and I will explain below how I went about setting limit orders.
Kepler CEF Portfolio Review: 28 July 2025
Kepler is a portfolio in transition. The move is from a growth portfolio to an income portfolio where the income is derived from Closed-End-Funds (CEFs). In a recent blog post I requested readers submit CEF ideas, but to limit them to no more than five (5) at a time. One recent recommendation (EIC) was added […]
Millikan Portfolio Review: 25 July 2025
Millikan is one of several Asset Allocation portfolios, but with a narrowly defined set of securities. Currently I am playing it safe as this is an over-heated market. Playing it safe means that I am overloading the portfolio using the short-term treasury SHV. Should the market decline I will slowly move back into VOO and […]
Rutherford-Darwin Portfolio Review: 25 July 2025
US equities continued their steady climb to new all-time highs this week with the SPX (S&P 500 Index) closing ~1.5% higher than last week’s Close: The next potential resistance level might come somewhere in the 6450-6500 range between the 1.236 Fibonacci extension level and the psychologically significant 6500 “round number”. From there we would wait […]
Selecting Closed-End-Funds
This blog is designed to elicit contributions from readers as it pertains to selecting Closed-End-Funds (CEFs) for portfolio construction. Hedgehunter has already compiled a list of CEFs and these securities can be found in the Hawking portfolio. I started a list which can be found in the Kepler portfolio. I plan to screen both lists […]
Bohr Portfolio Review: 24 July 2025
If you received notification of this blog post and it turned out to be Private, what happened is that I either clicked on the wrong radio button or the software sent out a notification before I finished reviewing the Bohr portfolio. Here is the latest review of the Bohr. Just a reminder to readers that […]
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