The Hawking “Income” Portfolio does not require an excess level of attention to manage – it is simply a matter of re-investing dividends/distributions as they become available. With the pullback in prices since the last review in January it has been possible to pick up new shares at lower prices that should help going forward […]
Rutherford-Darwin Portfolio Review: 9 May 2025
It was a quieter week in the US equity markets with the SPX closing slightly lower (~-0.4%) than last week’s close:
Einstein Portfolio Review: 8 May 2025
The Einstein portfolio is a recent entry into the Asset Allocation management model. The shift was made to improve performance as this has been a struggling portfolio. One major problem with the Einstein is that monies were withdrawn for educational purposes and these withdrawals occurred at times that definitely stunted growth. Those withdrawal days are […]
Franklin Sector BPI Portfolio Review: 8 May 2025
Franklin is one of three portfolios using the Sector BPI management model. The other two are: Carson and McClintock. The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort. If looking for simplicity, check out the Schrodinger and Copernicus portfolios. With the sector model we […]
Bohr Portfolio Review: 6 May 2025
Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently holds the following ETFs listed below. Trailing […]
Copernicus Portfolio Review: 5 May 2025
As I write this blog the U.S. Stock Market is attempting to regain early Monday losses. As long-time reader know, the Copernicus is an equities only portfolio. The management model is to save and purchase S&P 500 ETFs. Based on the current administration generated chaos I am moving toward a more conservative model. I am […]
Bullish Percent Indicators: 2 May 2025
Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025. This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently bullish and four are in the overbought zone. Note that the two […]
Rutherford-Darwin Portfolio Review: 2 May 2025
In last week’s review I stated that we were at an interesting level in the SPX (S&P 500 Index) as we were sitting at potential resistance and would have to wait to see whether this resistance held or whether we would see a push through it within the long term (March 2020 – February 2025) […]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs. Erratic administration behavior only exacerbates an overbought market. […]
Kepler Portfolio Review: 2 May 2025
Kepler is another portfolio managed using the simplified Asset Allocation model. As with similar portfolios, I am gravitating towards capital preservation based on date from the Buffett Indicator and Shiller PE Ratio. Later this morning I will post additional information on these two ratios. Disclaimer: Rather than investment advice as to what you should do, […]
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