Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Gauss Portfolio Review: 29 April 2026
Yesterday the U.S. Equities market took quite a hit. This morning stocks are down again. What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market? Check out this YouTube video. If the video does not start … [Read more]
Financial Repression: Part 1
This series on Financial Repression may be the most important blogs I have posted over the past 18+ years. Keep in mind that I am not providing financial advice. That is a major disclaimer. Rather I am telling readers what I am learning and how I … [Read more]
Dirac 2026 Portfolio Review: 24 April 2026
It is a difficult time to be managing the Dirac Portfolio using a momentum model since we are not, currently, in a strong trending environment and we have little diversification to separate the assets in our quiver - all of which reside in the US … [Read more]
Copernicus Portfolio Update: 27 April 2026
The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I've deviated from that original plan slightly as the current market is … [Read more]
Darwin 2026 Portfolio Review: 24 April 2026
Although US equity markets were a little jittery (read volatile) over the last week it was essentially a period of consolidation with the SPX (S&P 500 Index) making more new highs and closing the week ~0.6% higher than last week's close: … [Read more]
Carson Sector BPI Portfolio Update: 23 April 2026
Carson is one of three portfolios using the Sector BPI investing model. When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios. Just another reminder as to how well … [Read more]
Pauling Portfolio Review: 22 April 2026
Pauling is an asset allocation portfolio that is undergoing a few reallocation moves in order to improve performance while taking action to prepare for a market correction. The current low beta of 0.273 is an indicator as to how serious this … [Read more]
Portfolio Hedge: 20 April 2026
With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged - since last month's hedge turned out to be unnecessary as US Equity … [Read more]
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