Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders […]
McClintock Portfolio Review: 30 July 2026
This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios. Few changes occurred since the last review. When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money […]
Millikan Portfolio Review: 27 July 2026
“Bottoms in the investment world don’t end with four-year lows; they end with 10- or 15-year lows.” — Jim Rogers Millikan is the “recession resistant” portfolio up for review this morning. Before diving into the analysis let me attempt to write down a few ideas when trying to deal with this high market. “How should […]
Copernicus Portfolio Update: 22 July 2026
Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I’ve backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a […]
Gauss Portfolio Review: 21 July 2026
Gauss is another ITA portfolio waiting for a major market correction. As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target. There is no hurry to this process until we see a market correction. A market correction is defined […]
Kepler Portfolio Review: 20 July 2026
Kepler and Gauss are the two portfolios up for review this week. Neither are top performers while both are set up to resist the coming market draw-down. This morning I added more shares of SCHO and SGOV to the Kepler. When the August dividends appear I’ll likely add more shares of JEPQ and JEPI to […]
Carson Sector BPI Portfolio Update: 16 July 2026
Carson is the Sector BPI portfolio scheduled for review this summer morning. As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold. Shares of VGT were added, but as I recall I was a […]
Einstein Portfolio Update: 14 July 2026
What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings […]
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