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Pauling Portfolio Update: 6 October 2026

Pauling is a simple asset allocation portfolio with world-wide diversification.  VTI and VXUS pretty well cover the global stock market.  Dividend producers such as VIG and SCHD add additional value style to the portfolio.  Real Estate and inflation protection ETF rounds out the Pauling. … [Read More...]

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Portfolio Management

Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]

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Portfolios coming up for review.  Carson, Pauling, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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