Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500. Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security Holdings Below are the current Gauss holdings. The majority of the asset classes are below target. Limit orders are in place to bring a few ETFs … [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]
Dirac 2026: 5 January 2026
I have reset the Dirac Portfolio to an $80,000 account and made a minor adjustment to the asset list ("quiver") in order to limit the number of assets in the quiver to a maximum of 10 for ease of management. I have also decided to move this portfolio … [Read more]
Bethe Asset Allocation Portfolio Review: 5 January 2026
During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026. Bethe is one of those portfolios and as readers will see in a moment, the portfolio is … [Read more]
Darwin 2026: 2 January 2026
I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this … [Read more]
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