Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets:
Copernicus Portfolio Review: 1 August 2025
I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday’s selloff had on this equity oriented portfolio. Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market. I expect this to continue into next week. Political uncertainty, threats to institutions, and the […]
Kepler CEF Portfolio Review: 28 July 2025
Kepler is a portfolio in transition. The move is from a growth portfolio to an income portfolio where the income is derived from Closed-End-Funds (CEFs). In a recent blog post I requested readers submit CEF ideas, but to limit them to no more than five (5) at a time. One recent recommendation (EIC) was added […]
Millikan Portfolio Review: 25 July 2025
Millikan is one of several Asset Allocation portfolios, but with a narrowly defined set of securities. Currently I am playing it safe as this is an over-heated market. Playing it safe means that I am overloading the portfolio using the short-term treasury SHV. Should the market decline I will slowly move back into VOO and […]
Selecting Closed-End-Funds
This blog is designed to elicit contributions from readers as it pertains to selecting Closed-End-Funds (CEFs) for portfolio construction. Hedgehunter has already compiled a list of CEFs and these securities can be found in the Hawking portfolio. I started a list which can be found in the Kepler portfolio. I plan to screen both lists […]
Schrodinger Portfolio Review: 22 July 2025
Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market decline. Schrodinger Asset Allocation Below is the current asset allocation for the […]
Huygens Portfolio Review: 22 July 2025
Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. This management style is similar to what is used with the Schrodinger, but the securities are […]
Carson Sector BPI Portfolio Review: 18 July 2025
Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works. As yet I have not seen another website using this investing model. If ITA readers ever spot something similar, pass the link or pertinent information along. Carson Security Holdings Health was sold out […]
Hawking Portfolio Review: 14 July 2025
The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios. Although there may be exceptions to this, depending on how closely an investor might choose to monitor his or […]
Bohr Portfolio Review: 12 July 2025
When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other emergencies. When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio […]
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