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Einstein Portfolio Review: 8 May 2025

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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  One major problem with the Einstein is that monies were withdrawn for educational purposes and these withdrawals occurred at times that definitely stunted growth.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

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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

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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

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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 […]

Rutherford-Darwin Portfolio Review: 2 May 2025

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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

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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

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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, […]

Millikan Portfolio Review: 1 May 2025

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Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make casinos a success. Based on a rough economic market ahead I have […]

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