Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [Read More...]
Huygens Portfolio Update: 2 March 2026
We begin the month of March with an update of the Huygens. The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down. Below I will explain how I am using … [Read more]
Dirac 2026 Portfolio Review: 27 February, 2026
The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold … [Read more]
Darwin 2026 Portfolio Review: 27 February 2026
It was another relatively uneventful week in the US Equity markets with the SPX (S&P 500 Index) remaining in the 6800-7000 consolidation range that it has now been in for ~3 months but with Fridays's weakness resulting in a ~0.4% drop from last … [Read more]
Einstein Recession Resistant Portfolio Review: 27 February 2026
Einstein is the last portfolio to be reviewed in February. The current asset allocation is designed to be recession resistant while still providing some room for capital appreciation. The portfolio is not completely in balance, but should be in … [Read more]
Carson Portfolio Review: 26 February 2026
Rachel Carson is the portfolio up for review this morning. As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan. Thus far the data is quite positive as readers and followers of the … [Read more]
Schrodinger Portfolio Update: 24 February 2026
We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog. The Schrodinger has been operating for approximately 8.5 years. I use a start date of 12/31/2021 in order to … [Read more]
Darwin 2026 Portfolio Review: 20 February 2026
US Equities continue their consolidation pattern in the 6800-7000 range of the SPX (S&P500 Index) with a 1.1% gain from last week's close: … [Read more]
Franklin Sector BPI Portfolio Update: 20 February 2026
Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios. Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen … [Read more]
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