Florida Management of the Kepler is not significantly different than how I am handling the Huygens portfolio. Both portfolios are set up around a group of diversified asset classes. Exchange Traded Funds (ETFs) hold stocks within the different asset classes.
Huygens Portfolio Update: 30 June 2026
Huygens is the asset allocation portfolio scheduled for an update this first day of July. Little action is necessary as the Huygens is rounding into shape as far as bringing the various asset classes into balance.
Financial Repression Portfolio Update From ChatGPT
Florida As the U.S. Equities Market moves higher the Buffett Indicator continues to flash a warning that we are just waiting for the pin to be pulled on the grenade. Based on an overvalued market I once more asked ChatGPT to create a diversified portfolio that stands a good chance or resisting a market correction […]
Millikan Portfolio Review: 29 June 2026
“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]
Kepler Portfolio Update: 23 June 2026
Kepler is the portfolio up for review this morning and there are few changes as cash is limited or orders are already in place for purchase. The revised asset allocation model is set up to resist Financial Repression. This is a test portfolio to keep an eye on over the next 2.5 years or until […]
Gauss Portfolio Review: 25 June 2026
Gauss is the asset allocation portfolio up for review. Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator hovering in “nose bleed” territory. The following analysis explains how I am handling […]
Copernicus Portfolio Update: 23 June 2026
Copernicus is the “all equity” portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin. At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very few shares in the total market while investing in dividend driven ETFs […]
Carson Sector BPI Portfolio Update: 19 June 2026
That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal. The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is […]
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