Little has changed within the Huygens since the last review. No new money was added and the few dividends are being used to purchase another share of SHV. For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, follow along to see how I am rebalancing the Huygens. Main Menu Here are […]
Copernicus Portfolio Review: 15 August 2025
The Copernicus follows Warren Buffett’s advice to invest the major port of the portfolio in a low-cost index fund that tracks the S&P 500. Over the last 3.7 years this management approach has paid off very well as readers will see in a moment. The owner of this portfolios adds a few dollars each month […]
Bohr Portfolio Review: 13 August 2025
Bohr is another mini-asset allocation portfolio where only a few index ETFs are used to populate the portfolio. Cash was needed for personal reasons so this account is in a state of flux and will need to be rebuilt over the coming months.
Kepler CEF Portfolio Review: 12 August 2025
Kepler recently experienced changes in the portfolio makeup. I moved the Kepler to Closed-End-Funds (CEFs) in an experiment to see how well this investing model might work going forward. The Kepler is one of the poorest performing portfolios so it made sense to make a change. In this post I will explain how I go […]
Carson Sector BPI Portfolio Review: 7 August 2025
I could have skipped this review as there has not been any action since the last update. This blog will inform readers where the Carson portfolio currently stands and how well the Sector BPI model is working. Carson Security Holdings The bulk of the Carson is positioned in a short-term treasury, SHV. Should there be […]
Pauling Portfolio Review: 6 August 2025
Pauling is another mini-asset allocation portfolios where the number of ETFs populating the portfolio are limited. In anticipation of a slower economy when third and fourth quarter economic reports come out, I’ve concentrated on building up short-term treasuries in a number of portfolios. If managing a family portfolio, my recommendation is to diversify across the […]
McClintock Sector BPI Portfolio Review: 4 August 2025
When the market opened to the upside this morning I was more than a little surprised. Such is the nature of the U.S. Equities market. Never try to predict what it is going to do. The McClintock is patiently waiting for one or more sectors to drop into the oversold zone so we can purchase […]
Copernicus Portfolio Review: 1 August 2025
I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday’s selloff had on this equity oriented portfolio. Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market. I expect this to continue into next week. Political uncertainty, threats to institutions, and the […]
- « Previous Page
- 1
- …
- 22
- 23
- 24
- 25
- 26
- …
- 141
- Next Page »
You must be logged in to post a comment.