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 over-valued and to increase exposure to mid- and … [Read More...]
Portfolio Construction: Where to Begin?
This week I received a phone call seeking basic investment help. This blog post is written in response to that call. There are a few basic principles to investing and I've written about them on this blog for nearly 18 years. Here is the link to … [Read more]
Copernicus Portfolio Review: 14 October 2025
Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security … [Read more]
McClintock Sector BPI Portfolio Review: 9 October 2025
Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio? The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this … [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]
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]
McClintock Sector BPI Portfolio Review: 26 September 2025
Little has changed since the recent recommendation to purchase shares in Consumer Staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market. I recently purchased 15 shares of VDC as Consumer Staples dropped … [Read more]
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how … [Read more]
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is … [Read more]
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