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...]
Kepler Asset Allocation Portfolio Update: 6 February 2026
Kepler is in the rebuilding phase. In addition, the asset allocation is one of the most conservative of all the ITA portfolios. Three of the "most needed" sectors are part of the Kepler and they are: Health, Utilities, and Consumer Staples. Even … [Read more]
Gauss Portfolio Update: 5 February 2026
Gauss is another asset allocation portfolio designed to withstand a major draw-down of equities. Trailing Stop Loss Orders (TSLOs) are in place for ETFs such as QUAL and RSP. I recently added VIG to the portfolio so it is not yet up to … [Read more]
Pauling Asset Allocation Portfolio: 4 February 2026
Pauling is another asset allocation portfolio set up to provide some resistance should we experience a correction or worse, a recession. The portfolio is slowly rounding into shape where most of the asset classes are close to their target … [Read more]
Huygens Asset Allocation Portfolio Review: 2 February 2026
Huygens is the classic asset allocation portfolio. While the selection of asset classes will vary from portfolio to portfolio, as will the percentages allocated to each class, the principle of diversification is a long-standing model for portfolio … [Read more]
Darwin 2026 Portfolio Review: 30 January 2026
After hitting new all-time highs on Wednesday, US Equities pulled back at the end of the week to close ~0.4% higher than last week's close: After breaking briefly through the strong ~6950 area, the SPX (S&P 500 Index) is now sitting at the … [Read more]
Dirac 2026 Portfolio Review: 30 January 2026
The Dirac Portfolio is currently holding positions in seven of the ten sector ETFs in the portfolio quiver, but the allocations are not equally weighted as per my rules/objectives for this portfolio. Checking the analysis sheet we see the following … [Read more]
Einstein Portfolio Update: 30 January 2026
Einstein is the portfolio scheduled for review this morning. The asset allocation mix is set so from this point going forward all that is required is to keep the various asset classes as close to the target percentage as possible. The goal is to … [Read more]
Schrodinger Portfolio Review: 29 January 2026
The question, "Who will manage the family portfolio when I die?" gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. … [Read more]
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