McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now is holding five sectors. They are: Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each […]
Darwin Portfolio Review: 22 September, 2026
As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the “Presidential Cycle”: Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has […]
Huygens Portfolio Review: 22 September 2026
Huygens is an asset allocation style portfolio set up to handle, as well as possible, a potential market correction. As currently constructed the dividend rate is very close to the rate of inflation. Huygens is built around the ideas laid out in this blog post. Huygens Security Holdings In addition to the recommended recession portfolio, […]
Creating a Recession Proof Portfolio
I recently asked ChatGPT the following. “Create a five ETF portfolio designed to withstand a major stock market correction and or Financial Repression.” Here is the response from ChatGPT. For a five-ETF defensive portfolio, I would emphasize short-duration Treasuries, inflation protection, gold, and a smaller allocation to high-quality equities. The goal is not to eliminate […]
Millikan Asset Allocation Portfolio Update: 16 September 2026
Millikan is the portfolio I am updating this morning. With exception of one asset class, U.S. Equities (VTI), the portfolio is in balance. I recently added international shares as well as inflation protection ETFs. New cash and dividends are used to keep the asset classes in balance. Millikan Security Holdings Below are the securities in […]
Gauss Asset Allocation Portfolio: 15 September 2026
Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500. Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security Holdings Below are the current Gauss holdings. The majority of the asset classes are below […]
Copernicus Portfolio Update: 14 September 2026
Copernicus continues to be the top performing portfolio tracked here on the ITA blog. Two changes I made since the last review were to replace VIG with shares of RSP and SGOV. SGOV is a short-term treasury and will overlap with SCHO. RSP is an S&P 500 ETF, but instead of cap weighted it is […]
ITA Weekly: 11 September 2026
With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine. Suppose you are interested in Sector BPI investing information. First, […]
Kepler Asset Allocation Portfolio Review: 11 September 2026
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 […]
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