Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead. Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least one portfolio. While the target percentages will vary from investor […]
Pauling Portfolio Review: 11 December 2025
Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? “For equal-cap investing, the most prominent ETF ticker is RSP (Invesco S&P 500 Equal Weight ETF), which gives equal weight […]
Bethe Portfolio Review: 8 December 2025
Bethe is the next asset allocation portfolio up for review. Note the new array of assets as this change is designed to create a “recession resistant” portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly yield.
Einstein Asset Allocation Portfolio Update: 5 December 2025
Einstein is one of several portfolios set up to resist major market draw-downs. Should we encounter a recession in 2026 there is likely no place to hide other than to short the equities market. Historically the stock market trends up so shorting the market is definitely bucking the long-term trend. This is why I […]
Millikan Portfolio Review: 4 December 2025
Millikan is a “classic” asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current make up of the Millikan portfolio. The bulk of the portfolio […]
Gauss Portfolio Review: 2 December 2025
December begins with a review of the Gauss portfolio. As the U.S. Equities market moves higher the probability of a reversion to the mean increases. For that reason readers will see a number of ITA portfolio holding bonds and treasuries, although there is likely no place to hide other than to short the market.
Huygens Recession Portfolio Review: 28 November 2025
Huygens is sporting a revised asset allocation model. While it is unlikely one can set up a recession proof portfolio, the following group of Exchanged Traded Funds is my effort to do so. While the Huygens will still have exposure to equity companies, the bulk of the portfolio is set up to generate income and […]
Schrodinger Robo Advisor Portfolio Review: 26 November 2025
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.” This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The current stock/bond-cash ratio is a rather aggressive […]
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