Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in […]
Pauling Asset Allocation Portfolio Review: 9 September 2026
Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out […]
Carson Sector BPI Portfolio Review: 8 September 2026
Carson is the Sector BPI portfolio up for review today. The single significant sector move occurred with the Industrial section of the S&P 500. Industrials came within a whisker of moving into the oversold zone so I used available cash to add 10 shares of VIS to the Carson. No new sell orders are in […]
Einstein Portfolio Review: 3 September 2026
Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As […]
Franklin Sector Portfolio Update: 2 September 2026
Since the last update of the Franklin Sector BPI portfolio shares of VAW, VDE, VGT, VOX, and VDC were sold out of the portfolio. Yesterday, Utilities (VPU) dropped into the oversold zone so I added shares of VPU to the Carson, Franklin, and McClintock portfolios. That addition of 20 shares shows up in the current […]
Bethe Portfolio Review: 1 September 2026
Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance. The Bethe is now […]
Schrodinger Portfolio Update: 31 August 2026
Schrodinger is an excellent portfolio to close out the month of August. No new purchases or sales for this Robo Advisor portfolio. The Schwab computers are doing a fine job managing this passive portfolio. I have the Bohr yet to update today. That portfolio does not come close to matching the performance of the Schrodinger. […]
Huygens Portfolio Review: 28 August 2026
Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown. A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below are the current holding for the Huygens. As constructed, this is a very conservative portfolio with a low […]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 147
- Next Page »
You must be logged in to post a comment.