Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point diversification
Millikan Portfolio Review: 13 January 2026
Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan Asset Allocation Model Below is the
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.
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
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
Copernicus Portfolio Update: 24 December 2025
Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and
Gauss Portfolio Update: 22 December 2025
Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments. Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago. In addition to no withdrawals new
Kepler Portfolio Update: 19 December 2025
Kepler is the portfolio up for review this morning. Major asset allocation changes are coming to the Kepler for two reasons. 1) The portfolio has been a poor performer. Therefore adjustments are appropriate 2) The new asset allocation model is designed to be somewhat recession resistant.
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