Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Darwin 2026 Portfolio Review: 14 August 2026
It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again hitting new all-time highs: Despite the 3-month sideways consolidation through May-July (Sell in May and go away ....) we are still clearly in an uptrending … [Read more]
Kepler Portfolio Update: 14 August 2026
Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the … [Read more]
Carson Sector BPI Portfolio Update: 12 August 2026
Up for review this morning is the Carson, one of three portfolios managed using the Sector Bullish Percent Indicator (BPI) investing model. Carson is one of the better performing ITA portfolios. However, it has yet to experience a major market … [Read more]
Einstein Portfolio Update: 10 August 2026
To simplify is the direction I am taking the Einstein. A number of adjustments took place since the last review of this less than stellar performing portfolio. … [Read more]
Darwin 2026 Portfolio Review: 7 August 2026
US equities finally broke out of their three month consolidation range between 7300 and 7600 in the SPX (S&P 500 Index) and ran to new all-time highs this week: Thus, we remain in a long-term bullish trend in a volatile geopolitical climate - so … [Read more]
Pauling Portfolio Review: 7 August 2026
"The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger Before getting into the analysis let me apologize for the blog being down. Apparently one of the plugins interfered with the site loading. … [Read more]
Franklin Portfolio Update: 6 August 2026
We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio. As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this … [Read more]
Bethe Portfolio Update: 5 August 2026
Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession. The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few … [Read more]
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