Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [Read More...]
Copernicus Portfolio Update: 15 January 2026
Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point … [Read more]
Gauss Portfolio Review: 14 January 2026
Gauss is the portfolio scheduled for an update. The latest asset allocation model is designed to be somewhat recession proof - if such an asset allocation is possible. By recession proof, there are several low volatile ETFs that will throw off … [Read more]
Millikan Portfolio Review: 13 January 2026
Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan … [Read more]
Dirac 2026 Portfolio Review: 13 January 2026
The goal of the Dirac Portfolio is to see if we might be able to beat the performance of the broad S&P 500 Index (as represented by the SPY ETF) by actively rotating between the sectors that make up that index. I started to build this portfolio … [Read more]
Pauling Portfolio Update: 12 January 2026
Pauling is the first of five portfolios to be reviewed this week. We have several asset allocation models and one Sector BPI portfolio to update. This week will provide readers with several different investing models to examine and evaluate. … [Read more]
Darwin 2026 Portfolio Review: 9 January 2026
Santa has left town, with US Equities, as represented by the SPX (S&P 500 Index), at all time highs: … [Read more]
Einstein Portfolio Update: 8 January 2026
Einstein is the portfolio up for review this morning. Einstein is either the poorest performer here at ITA or one of the poorest. Without excess excuses there is a reason for not doing well. This portfolio has been the source for educational … [Read more]
Huygens Asset Allocation Portfolio Review: 6 January 2026
Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages. … [Read more]
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