Well, the first quarter of 2026 is over ,and April Fool’s day is behind us, so let’s remind ourselves of how the markets have behaved so far this year. After a slow grind to new highs through January, US Equities, as represented by the SPX (S&P 500 Index), have pulled back ~ 10% through February […]
Archives for April 2026
Gauss Asset Allocation Portfolio Update: 3 April 2026
Gauss holds a similar set of ETFs as the Kepler. In addition to securities found in the Kepler, three recession resistant ETFs are added. They are: Consumer Staples (VDC), Health (VHT) and Utilities (VPU). As with the Kepler I will wait for the SHV April dividends to be declared before selling shares and then placing […]
Kepler Simple Asset Allocation Portfolio Review: 2 April 2026
Kepler is in the throws of a major revision in the asset allocation and as a result holds a large percentage of the portfolio in cash. How I plan to reinvest this cash is explained below. Past withdrawals penalized the overall performance. Rebuilding the portfolio will take time, but so I can compare performance with […]
You must be logged in to post a comment.