Einstein is up for review this morning. This portfolio sports a simplified asset allocation model in that it holds only four securities and one (SHV) is included primarily as an interest bearing cash holding tank.
Rutherford-Darwin Portfolio Review: 28 March 2025
After gapping up higher on Monday, it was all downhill for the rest of the week with US Equities closing ~ 4% lower than last week’s close:
Kepler Simplified Asset Allocation Portfolio: 31 March 2025
Kepler is nearly in balance with the simplified asset allocation model. The asset allocation is very close to the Bogle Three ETF model. Instead of bonds I am using SCHD and SHV. In place of international equities I am using SCHG for a bit more growth. Another change is the percentage invested in each asset […]
Copernicus Portfolio Review: 28 March 2025
With this portfolio review of the Copernicus comes a few adjustments. I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each. No plans are in the works to sell off any securities that are over target. Instead, new cash and dividends will be used to gradually build […]
Pauling Portfolio Review: 27 March 2025
Pauling is one of the portfolios where I am simplifying or reducing the number of asset classes down to four. One of the four, SHV, is a holding tank for cash when none of the other three are calling for a Buy. I’ll explain this in more detail below as I go through the March […]
McClintock Sector BPI Portfolio Review: 25 March 2025
Before updating the McClintock, a brief word about the current Bullish Percent Indicator (BPI) data. All sectors are bullish with exception of Utilities and Real Estate. No sectors currently held in any of the portfolios are in the overbought zone and there are no sectors oversold. Therefore, no changes are recommended at this time. The […]
Rutherford-Darwin Portfolio Review: 21 March 2025
It was a week of sideways consolidation in US equity markets with the SPX (S&P 500 Index) closing slightly (~0.5%) higher than last week’s close after a small bounce off support at 5520. However, volume was average so there is no evidence of strong institutional buying or selling – maybe we will see a little […]
Millikan Portfolio Review: 20 March 2025
Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement. This portfolio focuses on four ETFs. VOO is our standard ETF to track the S&P 500. SCHG is to add some growth punch while SCHD throws off dividends. These dividends […]
Carson Sector BPI Portfolio Review: 19 March 2025
There was snow on the ground when the Carson was last reviewed. Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio. In this volatile market we are testing the proposition that sectors that hit the oversold zone will rebound faster than the broad market as […]
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF where VOO fits the bill. Expense ratio is 3 basis points. A growth ETF […]
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