Millikan is the portfolio I am updating this morning. With exception of one asset class, U.S. Equities (VTI), the portfolio is in balance. I recently added international shares as well as inflation protection ETFs. New cash and dividends are used to keep the asset classes in balance. Millikan Security Holdings Below are the securities in this simple portfolio. The asset allocation divisions … [Read More...]
Millikan Asset Allocation Portfolio Update: 16 September 2026
Millikan is the portfolio I am updating this morning. With exception of one asset class, U.S. Equities (VTI), the portfolio is in balance. I recently added international shares as well as inflation protection ETFs. New cash and dividends are used … [Read more]
Gauss Asset Allocation Portfolio: 15 September 2026
Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500. Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security … [Read more]
Copernicus Portfolio Update: 14 September 2026
Copernicus continues to be the top performing portfolio tracked here on the ITA blog. Two changes I made since the last review were to replace VIG with shares of RSP and SGOV. SGOV is a short-term treasury and will overlap with SCHO. RSP is an … [Read more]
ITA Weekly: 11 September 2026
With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search … [Read more]
Kepler Asset Allocation Portfolio Review: 11 September 2026
Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of … [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]
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