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Pauling Portfolio Review: 29 May 2025

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Keeping it simple is the mantra of the Pauling portfolio.  Only a few ETFs are used to populate the Pauling.  As with several other portfolios using a truncated asset allocation management model preservation of capital is paramount.  I have one Trailing Stop Loss Order of 4.5% placed under the 22 shares of VOO.  If these […]

Gauss Portfolio Review: 28 May 2025

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Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words – Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO) under VOO and a 2.0% TSLO under SCHG.  […]

Millikan Portfolio Review: 27 May 2025

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On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a dark room filled with furniture – stand still.  That is the attitude businesses have as it is most difficult to plan for the future when uncertainty abounds.  One […]

Bethe Portfolio Review: 23 May 2025

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Bethe is another portfolio using the truncated asset allocation model.  A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term treasury.  Erratic tariff threats are once more roiling the stock and bond markets.  I […]

Einstein Portfolio Review: 21 May 2025

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Einstein is one of several portfolios using a truncated Asset Allocation investing model.  This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course.  As with many of the other ITA portfolios, I am taking a cautious approach and that is the reason for setting Trailing Stop […]

Closed End Funds (CEFs): 19 May 2025

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Have you been following the Hawking Portfolio?  If not, you may want to give a close looking to this unique approach to investing.  If income is of interest then investing in Closed End Funds (CEFs) is definitely an option.  Before launching into this management model I highly recommend investors first read Steven Bavaria’s book, The […]

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