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Rutherford-Darwin Portfolio Review: 3 July 2025

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In another short week for trading, US Equities (SPX) continued their climb to new highs and closed the week ~2.2% higher than last week’s close:

Millikan Portfolio Review: 1 July 2025

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While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to see the impact of proposed tariffs and the […]

Rutherford-Darwin Portfolio Review: 27 June, 2025

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US Equities pushed higher this week, despite geopolitical uncertainties, and closed the week ~ 3.5% higher than last week’s close after testing the important 6100 level in the SPX (S&P 500 Index) and breaking out to new all-time highs:

Gauss Portfolio Review: 27 June 2025

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Gauss is one of the mini-asset allocation portfolios or one where very few ETFs are used to populate the portfolio.  Since the last review all shares of SCHG were sold and the cash was converted to shares of SHV, a short-term treasury.  While U.S. Equities rebounded from the April depression point, the fundamentals that this […]

Kepler Portfolio Review: 24 June 2025

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Kepler is undergoing security changes as it has been under-performing for a long time.  The portfolio could wait until after the second quarter dividends are available, but I want to use this review as a reference to see how the different closed-end-funds (CEFs) perform before and after second quarter dividends.

Rutherford-Darwin Portfolio Review: 20 June, 2025

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It was a relatively quiet, short, trading week in the US equity markets with more consolidation below the ~6100 resistance level and the SPX closing down ~0.2% from last week’s Close:

Schrodinger Portfolio Review: 20 June 2025

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Welcome to the Summer of 2025.  Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio.  Since the last review no changes were made other than to pick up a few dividends.  In the next Schrodinger portfolio review second quarter dividends will appear and the hope […]

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