As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September. Kepler happens to be the only portfolio using Closed-End-Funds. I need to remind readers that the Hawking is also a CEF driven portfolio and appears to be performing better than […]
Copernicus Portfolio Review: 14 October 2025
Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus portfolio. Numerous limit orders are in place […]
Pauling Asset Allocation Portfolio: 10 October 2025
Pauling is another Asset Allocation portfolio settling in for a volatile 2026. As readers will see in the second screenshot, I sold shares of SHV in order to raise cash to rebalance the portfolio. More on the particulars later.
McClintock Sector BPI Portfolio Review: 9 October 2025
Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio? The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take advantage of market volatility. The decision is not […]
Bethe Portfolio Review: 2 October 2025
As with the Einstein portfolio the Bethe is also in the rebuilding phase. Perhaps all portfolios are rebuilding provided new cash is added on a regular basis. Such is the case with the Bethe. Bethe Asset Allocation Holdings Below is the current Asset Allocation for the Bethe. There are a few minor changes in the […]
Gauss Asset Allocation Portfolio Review: 8 October 2025
Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market is far overvalued.
Hawking Portfolio Review: 3 October, 2025
It has been 3 months since I last reported on the performance of the Hawking Portfolio – basically because it is essentially a “Buy-And-Hold” portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very little attention. In my last review I outlined why it is sometimes difficult to analyze these funds since […]
Rutherford-Darwin Portfolio Review: 3 October 2025
Another bullish week in US equities with the SPX (S&P 500 Index) hitting more new all-time highs and closing the week a little over 1% higher than last week’s close:
Millikan Portfolio Review: 3 October 2025
Readers will find a slight modification of the Asset Allocation for the Millikan portfolio. While there is still quite a bit of cash available, I will be putting it to use (slowly) over the next several months. Additional explanations below. Millikan Asset Allocation Holdings I noticed some errors in the dividend column. That will be […]
Einstein Portfolio Review: 30 September 2025
Einstein is an Asset Allocation portfolio that is in a rebuilding phase. As readers will recall, assets from this portfolio were required for educational purposes. Money was withdrawn at a time when the market was moving up so positive growth opportunity was lost. For a young investor this is an important lesson to learn. Many […]
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