Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [Read More...]
Bethe Portfolio Review: 2 October 2025
As with the Einstein portfolio the Bethe is also in the rebuilding phase. Perhaps all portfolios are rebuilding provided new cash is added on a regular basis. Such is the case with the Bethe. Bethe Asset Allocation Holdings Below is the current … [Read more]
Gauss Asset Allocation Portfolio Review: 8 October 2025
Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market … [Read more]
Hawking Portfolio Review: 3 October, 2025
It has been 3 months since I last reported on the performance of the Hawking Portfolio - basically because it is essentially a "Buy-And-Hold" portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very … [Read more]
Rutherford-Darwin Portfolio Review: 3 October 2025
Another bullish week in US equities with the SPX (S&P 500 Index) hitting more new all-time highs and closing the week a little over 1% higher than last week's close: … [Read more]
Millikan Portfolio Review: 3 October 2025
Readers will find a slight modification of the Asset Allocation for the Millikan portfolio. While there is still quite a bit of cash available, I will be putting it to use (slowly) over the next several months. Additional explanations … [Read more]
Einstein Portfolio Review: 30 September 2025
Einstein is an Asset Allocation portfolio that is in a rebuilding phase. As readers will recall, assets from this portfolio were required for educational purposes. Money was withdrawn at a time when the market was moving up so positive growth … [Read more]
Rutherford-Darwin Portfolio Review: 26 September 2025
This week saw a small ~0.25% pullback in US Equity markets (S&P 500 Index) but we are still consolidating at the ~6500 level: … [Read more]
Millikan Preparation for 2026
As we approach the fourth quarter of 2025 I will be setting up portfolios for 2026. The outlook is less promising for the coming year compared to 2025 so a more conservative approach makes sense. The new asset allocation for the Millikan is … [Read more]
- « Previous Page
- 1
- …
- 27
- 28
- 29
- 30
- 31
- …
- 178
- Next Page »