Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below.
Pauling Asset Allocation Portfolio Review: 16 September 2025
Pauling is another “easy to manage” asset allocation portfolio. All asset classes have yet to be fully populated. That should take place over the next three to six months. I am still waiting to see what the FEDs do with interest rates and how tariffs impact the U.S. economy. Here in the Northwest regular gas […]
Bohr Portfolio Review: 15 September 2025
This is going to be a busy two weeks for portfolio updates as ten accounts are schedule for review. This morning it is time to check in on the Bohr portfolio. As readers can see from the pie chart below, the Bohr is holding nearly the entire portfolio in short-term treasuries (SHV). While this is […]
Rutherford-Darwin Portfolio Review: 12 September 2025
US Equities hit more new all-time highs again this week as the SPX (S&P 500 Index) closed up ~1.6% from last week’s close:
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio to watch over the next several quarters. Shares of […]
McClintock Sector BPI Portfolio Review: 10 September 2025
In case you were unaware, all three Sector BPI portfolios are named after women scientists. All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios should perform above average. I’ve been bearish on U.S. Equities for a number of […]
Bethe Asset Allocation Portfolio Review: 8 September 2025
Readers will note a few changes in the asset allocation for the Bethe. The expansion is in keeping with an equity oriented focus, but allows for a tad more diversity. Caution continues to make sense and that is why the large holding in short-term treasuries (SHV).
Rutherford-Darwin Portfolio Review: 5 September 2025
After a shaky start on Tuesday, after the Labor Day weekend, US equities rallied for the remainder of the week to close up ~0.3% from last week’s close and at new all-time highs:
Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
Instead of a complete review of the Gauss portfolio, I am laying out a new and expanded asset allocation model for this account. This new asset allocation plan is global compared to the mini-asset allocation model currently in place. Check the Gauss portfolio at the bottom of this post to compare the asset allocations. This […]
Bohr Portfolio Review: 4 September 2025
Bohr is an Asset Allocation portfolio that is in the rebuilding phase as the owner needed cash for personal reasons over this past year. Now that the market is quite high and considered overvalued based on the Shiller and Buffett indicators, excess cash is invested in a short-term treasury. Another 50 shares were purchased this […]
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