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. […]
Darwin 2026 Portfolio Review: 28 August 2026
US Equities bounced a little this week after last week;s ~5% pullback and a test of the June and July highs at ~7600 that is now looking like a level of support: So, we remain in the bullish uptrend channel and possibly looking for new highs – although, with the Fed’s suggestion of possible rate […]
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 […]
McClintock Sector BPI Update: 26 August 2026
This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock. As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 in cash. Rather than let that money sit idle […]
Bohr Portfolio Update: 28 August 2026
In place of a complete review this blog post will focus in how I am reworking the asset allocation for the Bohr portfolio. This new asset allocation mix is in preparation for a major market draw-down. The focus is to set up a low volatile portfolio that will generate sufficient dividends to keep the different […]
Darwin 2026 Portfolio Review: 21 August 2026
US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we continue in the bullish uptrend channel or whether we pullback further […]
Millikan Portfolio Review: 20 August 2026
If you are looking for a conservative portfolio look no further than the Millikan. Before digging into the Millikan details, just a word about the above photo. There is an 11 million dollar renovation project under way where we are living and the above gravel truck was interesting in that the operator controlled the boom […]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies. This move may have […]
Gauss Portfolio Update: 17 August 2026
Gauss is the Asset Allocation portfolio up for review today. Changes since the last review show a move from holdings in gold to short-term treasuries. The idea is to provide more income in addition to preparing for a possible market correction. A correction is defined as a drawdown of at least 10%. Gauss Security Holdings […]
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