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Bethe Portfolio Redesigned: 9 July 2026

Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix.  What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial Repression. Using ChatGPT I made the following request to create a specific portfolio.  … [Read More...]

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Portfolio Management

Gauss Portfolio Review: 25 August 2025

Gauss is another mini-asset allocation portfolio where only a few ETFs are used to populate the account.  In keeping with a "preserve capital" attitude, I have limit orders in place to sell shares of VOO and SCHD.  With SCHD I split the sell orders.  One order is set to sell approximately one-half the shares at 2.9% and the second order at 4%.  These are rather tight TSLOs. This morning I … [Read More...]

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Franklin Portfolio Review: 2 February 2023

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Welcome to Ground Hog Day.  Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model.  Time will tell as to whether this was a wise move. Since … [Read more]

Carson Portfolio Review: 1 February 2023

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Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]

Gauss Portfolio Review: 31 January 2023

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We end the month of January with a review of the Gauss, one of four Sector BPI portfolios.  While there are currently four BPI sectors of the market positioned in the over-bought zone, the Gauss holds zero shares in any of these sectors.  Technology … [Read more]

Bohr Portfolio Review: 30 January 2023

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The Bohr and Bethe are similar portfolios in that they both hold equities for growth and Closed-End-Funds (CEFs) for income.  In both accounts they are essentially Buy and Hold portfolios as there is very little trading taking place. … [Read more]

Bullish Percent Indicators: 27 January 2023

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"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]

Copernicus Portfolio Review: 27 January 2023

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Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not … [Read more]

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