Bohr is an Asset Allocation portfolio that is in the rebuilding phase as the owner needed cash for personal reasons over this past year. Now that the market is quite high and considered overvalued based on the Shiller and Buffett indicators, excess cash is invested in a short-term treasury. Another 50 shares were purchased this […]
Franklin Sector BPI Portfolio Review: 3 September 2025
In keeping with the conservative position I added another 12 shares of SHV to the Franklin portfolio. Since no sectors are oversold something needs to be done with available cash that comes in from dividends and new cash. Should we see a market draw-down of 10% or more, I plan to sell shares of SHV […]
Carson Sector BPI Portfolio Review: 2 September 2025
September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA. As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the oversold zone. This is a time for patience as we are […]
Einstein Portfolio Review: 29 August 2025
The Einstein portfolio is likely the last account to be updated in August. This morning I sold shares of VOO and SCHD and invested in short-term treasuries, SHV. I also place a buy order for a few shares of SCHD at 5% below the current price. As dividends and new cash come in I will […]
Millikan Portfolio Review: 28 August 2025
Lest this sound like a scratched or broken record, the Millikan is another portfolio where I am shifting from equities to a capital preservation short-term treasury, SHV. While the Millikan currently holds shares in SCHD and VOO, I have TSLOs under both securities and if sold the proceeds will be invested in SHV. I am […]
Bethe Portfolio Review: 25 August 2025
Bethe is another mini-asset allocation portfolio up for review. If you have been reading this blog for any length of time you know I am leaning more and more toward capital preservation. This interview with Howard Marks only tilts me further in this direction. Pay particular attention to the S&P 500 statistics around the 5:50 […]
Gauss Portfolio Review: 25 August 2025
Gauss is another mini-asset allocation portfolio where only a few ETFs are used to populate the account. In keeping with a “preserve capital” attitude, I have limit orders in place to sell shares of VOO and SCHD. With SCHD I split the sell orders. One order is set to sell approximately one-half the shares at […]
Schrodinger Portfolio Review: 21 August 2025
Once more it is time to review or update the Schrodinger portfolio. This Robo Advisor portfolio continues to perform very well despite the large percentage held in cash. Should we experience a major draw-down, it will be interesting to see how the Schwab computers manage this account. Will they begin to invest the cash and […]
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