When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase an ETF now and again when cash became […]
Rutherford-Darwin Portfolio Review: 3 July 2025
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
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 […]
Bethe Portfolio Review: 30 June 2025
Few changes took place within the Bethe portfolio since the last review. A few more shares of SHV were added as I am taking a conservative approach with this portfolio. I will most likely continue along these capital preservation lines until after the 2026 elections so patience is required.
Rutherford-Darwin Portfolio Review: 27 June, 2025
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
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
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.
McClintock Sector BPI Portfolio Review: 23 June 2025
The McClintock portfolio was last reviewed on April 29th so it is long overdue. Numerous sector ETFs were sold out of the McClintock since the last review so I will be examining how well the Sector BPI investing model is working by analyzing the last screenshot in this blog post.
Rutherford-Darwin Portfolio Review: 20 June, 2025
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
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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