If you are looking for a conservative portfolio look no further than the Millikan. Before digging into the Millikan details, just a word about the above photo. There is an 11 million dollar renovation project under way where we are living and the above gravel truck was interesting in that the operator controlled the boom […]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies. This move may have […]
Gauss Portfolio Update: 17 August 2026
Gauss is the Asset Allocation portfolio up for review today. Changes since the last review show a move from holdings in gold to short-term treasuries. The idea is to provide more income in addition to preparing for a possible market correction. A correction is defined as a drawdown of at least 10%. Gauss Security Holdings […]
Kepler Portfolio Update: 14 August 2026
Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I […]
Carson Sector BPI Portfolio Update: 12 August 2026
Sorry, but you do not have permission to view this content.
Einstein Portfolio Update: 10 August 2026
Sorry, but you do not have permission to view this content.
Pauling Portfolio Review: 7 August 2026
Sorry, but you do not have permission to view this content.
Franklin Portfolio Update: 6 August 2026
We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio. As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 146
- Next Page »
You must be logged in to post a comment.