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You are here: Home / Archives for 2026

Archives for 2026

Bethe Asset Allocation Portfolio Review: 5 January 2026

January 5, 2026 By Lowell Herr Leave a Comment

During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026.  Bethe is one of those portfolios and as readers will see in a moment, the portfolio is positioned well to handle what is coming in 2026.  At least […]

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

Darwin 2026: 2 January 2026

January 4, 2026 By hedgehunter Leave a Comment

I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have now been developing/building systems for investment and trading […]

Filed Under: Critical Material, Darwin Portfolio, Portfolio Management Tagged With: Critical Material, Darwin Portfolio, Portfolio Management

Schrodinger Portfolio Update: 2 January 2026

January 2, 2026 By Lowell Herr Leave a Comment

Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results.  As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month.  Dollar-cost-averaging is the reason this portfolio is performing so well.  […]

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Passive Investing., Schrodinger Portfolio

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Recent Posts

  • Copernicus Portfolio Update: 13 October 2026 October 14, 2026
  • Dirac 2026 Portfolio Review: 12 October 2026 October 14, 2026
  • Gauss Portfolio Update: 12 October 2026 October 12, 2026
  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026

Recent Comments

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  • BOB_P on Pauling Portfolio Update: 6 October 2026
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  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
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  • Carson Sector BPI Portfolio Update: 12 August 2026
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General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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.

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