Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Pauling Asset Allocation Portfolio Review: 9 September 2026
Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the … [Read more]
Carson Sector BPI Portfolio Review: 8 September 2026
Carson is the Sector BPI portfolio up for review today. The single significant sector move occurred with the Industrial section of the S&P 500. Industrials came within a whisker of moving into the oversold zone so I used available cash to add … [Read more]
Dirac 2026 Portfolio Review: 4 September 2026
US Equities remain in a low volatility sideways consolidation mode that is not ideal for momentum investing but there has not been too much change in the analysis sheet for the Dirac sector portfolio file: Four of the five ETFs currently held in the … [Read more]
Darwin 2026 Portfolio Review: 4 September 2026
US Equities returned to their sideways consolidation mode this week: closing only slightly (0.1%) higher than last week's close. We remain in a bullish uptrend channel but are sitting at the bottom of the channel as we wait to see whether the trend … [Read more]
Einstein Portfolio Review: 3 September 2026
Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 … [Read more]
Franklin Sector Portfolio Update: 2 September 2026
Since the last update of the Franklin Sector BPI portfolio shares of VAW, VDE, VGT, VOX, and VDC were sold out of the portfolio. Yesterday, Utilities (VPU) dropped into the oversold zone so I added shares of VPU to the Carson, Franklin, and … [Read more]
Bethe Portfolio Review: 1 September 2026
Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by … [Read more]
Schrodinger Portfolio Update: 31 August 2026
Schrodinger is an excellent portfolio to close out the month of August. No new purchases or sales for this Robo Advisor portfolio. The Schwab computers are doing a fine job managing this passive portfolio. I have the Bohr yet to update today. … [Read more]
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