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Bohr Portfolio Update: 28 October 2026

Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification.  In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market.  One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [Read More...]

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Portfolio Management

Copernicus Portfolio Update: 23 June 2026

Copernicus is the "all equity" portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin.  At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very few shares in the total market while investing in dividend driven ETFs and a major holding in short-term treasuries. Copernicus Security … [Read More...]

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Copernicus Portfolio Update: 25 October 2023

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Of all the portfolios tracked here on the ITA blog, Copernicus is the easiest to manage, next to the Schrodinger.  With the Schrodinger I do nothing except track the results as that portfolio is managed by a computer algorithm at Schwab.  The … [Read more]

Bethe Portfolio Review: 24 October 2023

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A Bullish Percent Indicator (BPI) check this morning revealed two more sectors joined the oversold group.  They are:  Health and Industrial with Technology (VGT) rapping on the door to be let into the oversold group.  If Technology is included we … [Read more]

Huygens Portfolio Review: 23 October 2023

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Huygens is another portfolio in transition to the Sector BPI model.  The plan is to have all these moves well in the process by November 1.  The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in … [Read more]

Pauling In Transition: 23 October 2023

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The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month.  This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity … [Read more]

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