We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I'll update the Copernicus, an "all equity" portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years ahead. Many saving years might be defined as greater than 10 years or two business cycles. Initially the Copernicus was heavily populated with … [Read More...]
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 … [Read more]
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 … [Read more]
Questions To Ask Your Money Manager
Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years. The neighbor mentioned he has a money manager handle his investments. When I have one of these conversations my mind … [Read more]
Copernicus Portfolio Review: 3 July 2025
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 … [Read more]
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 … [Read more]
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 … [Read more]
Carson Sector BPI Portfolio Review: 18 June 2025
Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors. Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU). … [Read more]
Franklin Sector BPI Portfolio Review: 12 June 2025
One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model. While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are … [Read more]
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