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 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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]
Darwin 2026 Portfolio Review: 28 August 2026
US Equities bounced a little this week after last week;s ~5% pullback and a test of the June and July highs at ~7600 that is now looking like a level of support: So, we remain in the bullish uptrend channel and possibly looking for new highs - … [Read more]
Huygens Portfolio Review: 28 August 2026
Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown. A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below … [Read more]
McClintock Sector BPI Update: 26 August 2026
This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock. As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 … [Read more]
Bohr Portfolio Update: 28 August 2026
In place of a complete review this blog post will focus in how I am reworking the asset allocation for the Bohr portfolio. This new asset allocation mix is in preparation for a major market draw-down. The focus is to set up a low volatile portfolio … [Read more]
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