Millikan is a "classic" asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current … [Read More...]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
Although this post is titled "Rutherford Portfolio Review" it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order … [Read more]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point … [Read more]
Rutherford Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week's close despite a … [Read more]
Rutherford Portfolio Review (Tranche 2): 20 December 2024
Mr Powell seems to be the Grinch who stole Christmas and blocked Santa's rally to the 6200 level. Investors did not react well to Mr Powell's statements that there might only be two rate cuts next year and US markets dropped close to 4% following … [Read more]
Copernicus Portfolio Review: 19 December 2024
Keep it simple is the philosophy of the Copernicus portfolio. Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency. Keep cash levels low and expenses to a minimum. One reason for including ESGV as … [Read more]
Rutherford Portfolio Review (Tranche 1): 13 December 2024
Partial Remains of Hadrian's Wall - a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed … [Read more]
Rutherford Portfolio Review (Tranche 4): 6 December 2024
It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US … [Read more]
Copernicus Portfolio Review: 4 December 2024
Next to the Schrodinger the Copernicus is the easiest portfolio to manage as it is an all equity account using VOO and VTI as the primary investment securities. By focusing on equities such as VOO the goal is to keep pace with the S&P 500 index … [Read more]
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