Within the next two weeks look for more portfolio management that emphasizes capital preservation.  The Shiller P/E Ratio and Buffett Indicator are two metrics pointing toward a major market correction.

The investment logic behind the three Sector BPI portfolios is solid and should weather any type of major market draw-down.  The Schrodinger is out of my control so long as Schwab is managing that portfolio using their computers.  Portfolios that need attention are: Bohr, Bethe, Millikan, Kepler, Einstein, Pauling, Gauss, and Huygens.

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Lowell