Pauling is the first of five portfolios to be reviewed this week. We have several asset allocation models and one Sector BPI portfolio to update. This week will provide readers with several different investing models to examine and evaluate.
Einstein Portfolio Update: 8 January 2026
Einstein is the portfolio up for review this morning. Einstein is either the poorest performer here at ITA or one of the poorest. Without excess excuses there is a reason for not doing well. This portfolio has been the source for educational funding by the owner. As a result, dollars were pulled out at tuition […]
Huygens Asset Allocation Portfolio Review: 6 January 2026
Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages.
Bethe Asset Allocation Portfolio Review: 5 January 2026
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 […]
Schrodinger Portfolio Update: 2 January 2026
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. […]
Millikan Portfolio Review: 31 December 2025
Happy New Year We end 2025 with a review of the Millikan portfolio. Thus far this portfolio is performing very well and the expectation is that it will continue upward under the revised asset allocation model. This morning I sold all shares of VOO as I no longer desire extensive exposure to mega-cap AI stocks […]
Carson Sector BPI Portfolio Update: 30 December 2025
Carson is next to the last portfolio to be reviewed in 2025. Tomorrow I will update the Millikan portfolio. The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing model is working as projected by the theory some years ago. No new sectors […]
Gifting a Grandchild
What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of time? Here are two possible plans one might undertake, depending […]
- « Previous Page
- 1
- …
- 11
- 12
- 13
- 14
- 15
- …
- 140
- Next Page »
You must be logged in to post a comment.