The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler portfolio and make recommendations as to how to improve the asset allocation … [Read More...]
McClintock Sector BPI Portfolio Review: 10 February 2026
McClintock is the Sector BPI portfolio up for review this morning. Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT. Of all the sectors, Technology is the most volatile and … [Read more]
Darwin 2026 Portfolio Review: 6 February 2026
US Equities, as represented by the SPX (S&P 500 Index), lost ~0.2% on the week but continue to consolidate in the 6900-7000 range after falling below this range earlier in the week and recovering on Friday with support at the 6800 level and … [Read more]
Kepler Asset Allocation Portfolio Update: 6 February 2026
Kepler is in the rebuilding phase. In addition, the asset allocation is one of the most conservative of all the ITA portfolios. Three of the "most needed" sectors are part of the Kepler and they are: Health, Utilities, and Consumer Staples. Even … [Read more]
Gauss Portfolio Update: 5 February 2026
Gauss is another asset allocation portfolio designed to withstand a major draw-down of equities. Trailing Stop Loss Orders (TSLOs) are in place for ETFs such as QUAL and RSP. I recently added VIG to the portfolio so it is not yet up to … [Read more]
Pauling Asset Allocation Portfolio: 4 February 2026
Pauling is another asset allocation portfolio set up to provide some resistance should we experience a correction or worse, a recession. The portfolio is slowly rounding into shape where most of the asset classes are close to their target … [Read more]
Huygens Asset Allocation Portfolio Review: 2 February 2026
Huygens is the classic asset allocation portfolio. While the selection of asset classes will vary from portfolio to portfolio, as will the percentages allocated to each class, the principle of diversification is a long-standing model for portfolio … [Read more]
Darwin 2026 Portfolio Review: 30 January 2026
After hitting new all-time highs on Wednesday, US Equities pulled back at the end of the week to close ~0.4% higher than last week's close: After breaking briefly through the strong ~6950 area, the SPX (S&P 500 Index) is now sitting at the … [Read more]
Dirac 2026 Portfolio Review: 30 January 2026
The Dirac Portfolio is currently holding positions in seven of the ten sector ETFs in the portfolio quiver, but the allocations are not equally weighted as per my rules/objectives for this portfolio. Checking the analysis sheet we see the following … [Read more]
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