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You are here: Home / 2025 / Archives for October 2025

Archives for October 2025

Rutherford-Darwin Portfolio Review: 3 October 2025

October 5, 2025 By hedgehunter 1 Comment

Another bullish week in US equities with the SPX (S&P 500 Index) hitting more new all-time highs and closing the week a little over 1% higher than last week’s close:

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators

Millikan Portfolio Review: 3 October 2025

October 3, 2025 By Lowell Herr Leave a Comment

Readers will find a slight modification of the Asset Allocation for the Millikan portfolio.  While there is still quite a bit of cash available, I will be putting it to use (slowly) over the next several months.  Additional explanations below. Millikan Asset Allocation Holdings I noticed some errors in the dividend column.  That will be […]

Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Management Tagged With: Millikan Portfolio

Einstein Portfolio Review: 30 September 2025

October 1, 2025 By Lowell Herr Leave a Comment

Einstein is an Asset Allocation portfolio that is in a rebuilding phase.  As readers will recall, assets from this portfolio were required for educational purposes.  Money was withdrawn at a time when the market was moving up so positive growth opportunity was lost.  For a young investor this is an important lesson to learn. Many […]

Filed Under: Einstein Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction Tagged With: Einstein Portfolio

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Recent Posts

  • Schrodinger Portfolio Update: 4 August 2026 August 4, 2026
  • Dirac 2026 Portfolio Review: 31 July 2026 August 3, 2026
  • Bohr Portfolio Review: 3 August 2026 August 3, 2026
  • Darwin 2026 Portfolio Review: 31 July 2026 August 2, 2026
  • Huygens Portfolio Review: 31 July 2026 July 31, 2026
  • McClintock Portfolio Review: 30 July 2026 July 30, 2026
  • Millikan Portfolio Review: 27 July 2026 July 28, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Bohr Portfolio Review: 7 July 2026

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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  • Pauling Portfolio Review: 22 April 2026
  • Bethe Portfolio Review: 8 December 2025
  • Schrodinger Portfolio Review: 11 June 2026
  • Rutherford-Darwin Portfolio Review: 21 March 2025
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