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. That portfolio does not come close to matching the performance of the Schrodinger. Schrodinger Asset Allocation Below are the current holdings in the … [Read More...]
Gifting a Grandchild
What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of … [Read more]
Kepler – “Recession Proof” Portfolio: 29 December 2025
Kepler is the portfolio scheduled for review this morning. "Recession Proof" is a misnomer as I am not sure there is any such thing unless one is an option expert, has some luck shorting bear markets, or someone who has access to financial vehicles … [Read more]
Darwin Portfolio Review: 26 December 2025
As we head into the last few days of 2025, Santa's Rally has taken us to new highs in the SPX (S&P 500 Index) with the Index closing the week 1.4% above last week's Close: … [Read more]
Franklin Sector BPI Portfolio Review: 26 December 2025
This morning I am reviewing another Sector BPI portfolio, the Franklin. Take time to listen to Ray Dalio in the YouTube video referenced at the bottom of this blog. Pay no attention to the movement that has Mr. Dalio riding on a bumpy airplane … [Read more]
Copernicus Portfolio Update: 24 December 2025
Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are … [Read more]
Bohr Portfolio Review: 23 December 2025
Rebuilding the Bohr portfolio is the primary concern for this account. As readers will soon see, the Bohr is a classic asset allocation portfolio built around U.S. and International Equities. Sprinkled in are a few low volatile ETFs. … [Read more]
Gauss Portfolio Update: 22 December 2025
Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments. Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago. In addition to no … [Read more]
Darwin Portfolio Review: 19 December 2025
It looked like being a down week in the US equity markets until a late surge on Friday lifted the SPX (S&P 500 Index) back into the 6700-6900 range where it has been consolidating for a few weeks: … [Read more]
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