Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market is far overvalued.
Millikan Portfolio Review: 3 October 2025
Readers will find a slight modification of the Asset Allocation for the Millikan portfolio. While there is still quite a bit of cash available, I will be putting it to use (slowly) over the next several months. Additional explanations below. Millikan Asset Allocation Holdings I noticed some errors in the dividend column. That will be […]
Einstein Portfolio Review: 30 September 2025
Einstein is an Asset Allocation portfolio that is in a rebuilding phase. As readers will recall, assets from this portfolio were required for educational purposes. Money was withdrawn at a time when the market was moving up so positive growth opportunity was lost. For a young investor this is an important lesson to learn. Many […]
Millikan Preparation for 2026
As we approach the fourth quarter of 2025 I will be setting up portfolios for 2026. The outlook is less promising for the coming year compared to 2025 so a more conservative approach makes sense. The new asset allocation for the Millikan is designed to be a tad more recession proof compared to the previous […]
McClintock Sector BPI Portfolio Review: 26 September 2025
Little has changed since the recent recommendation to purchase shares in Consumer Staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market. I recently purchased 15 shares of VDC as Consumer Staples dropped below the 30% Bullish Percent Indicator line. If you are a new ITA reader or […]
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo Advisor portfolio responds to a draw-down. Schrodinger Asset Allocations Below […]
Huygens Portfolio Update: 24 September 2024
Huygens is a typical Asset Allocation portfolio that is currently in balance. At this point all the investor needs to do is keep the various asset classes close to target when dividends provide sufficient cash to make the adjustments. Huygens is classified as a passive portfolio as is the Schrodinger. The Huygens is roughly 75% […]
Einstein Portfolio Update: 23 September 2025
Einstein is the portfolio up for review this morning and it is undergoing extensive asset allocation adjustments. The performance of this portfolio is not up to “snuff” as the owner needed cash for tuition. Rebuilding Einstein is now underway so I expect fresh dollars to be added nearly every month. It is much easier to […]
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