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...]
Schrodinger Portfolio Update: 31 August 2026
Schrodinger is an excellent portfolio to close out the month of August. No new purchases or sales for this Robo Advisor portfolio. The Schwab computers are doing a fine job managing this passive portfolio. I have the Bohr yet to update today. … [Read more]
Darwin 2026 Portfolio Review: 28 August 2026
US Equities bounced a little this week after last week;s ~5% pullback and a test of the June and July highs at ~7600 that is now looking like a level of support: So, we remain in the bullish uptrend channel and possibly looking for new highs - … [Read more]
Huygens Portfolio Review: 28 August 2026
Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown. A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below … [Read more]
McClintock Sector BPI Update: 26 August 2026
This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock. As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 … [Read more]
Bohr Portfolio Update: 28 August 2026
In place of a complete review this blog post will focus in how I am reworking the asset allocation for the Bohr portfolio. This new asset allocation mix is in preparation for a major market draw-down. The focus is to set up a low volatile portfolio … [Read more]
Darwin 2026 Portfolio Review: 21 August 2026
US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we … [Read more]
Millikan Portfolio Review: 20 August 2026
If you are looking for a conservative portfolio look no further than the Millikan. Before digging into the Millikan details, just a word about the above photo. There is an 11 million dollar renovation project under way where we are living and the … [Read more]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily … [Read more]