Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? “For equal-cap investing, the most prominent ETF ticker is RSP (Invesco S&P 500 Equal Weight ETF), which gives equal weight […]
Archives for December 2025
Bethe Portfolio Review: 8 December 2025
Bethe is the next asset allocation portfolio up for review. Note the new array of assets as this change is designed to create a “recession resistant” portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly yield.
Darwin Portfolio Review: 5 December 2025
US Equities continued their slow drift higher on average volume this week, with the SPX (S&P 500 Index) closing the week ~0.3% higher than last weeks close and ~ 50 points below the all-time highs reached on 29 October :
Einstein Asset Allocation Portfolio Update: 5 December 2025
Einstein is one of several portfolios set up to resist major market draw-downs. Should we encounter a recession in 2026 there is likely no place to hide other than to short the equities market. Historically the stock market trends up so shorting the market is definitely bucking the long-term trend. This is why I […]
Millikan Portfolio Review: 4 December 2025
Millikan is a “classic” asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current make up of the Millikan portfolio. The bulk of the portfolio […]
Gauss Portfolio Review: 2 December 2025
December begins with a review of the Gauss portfolio. As the U.S. Equities market moves higher the probability of a reversion to the mean increases. For that reason readers will see a number of ITA portfolio holding bonds and treasuries, although there is likely no place to hide other than to short the market.
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