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...]
Pauling Portfolio Review: 11 December 2025
Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? "For equal-cap investing, the most … [Read more]
Bethe Portfolio Review: 8 December 2025
Bethe is the next asset allocation portfolio up for review. Note the new array of assets as this change is designed to create a "recession resistant" portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly … [Read more]
Darwin Portfolio Review: 5 December 2025
US Equities continued their slow drift higher on average volume this week, with the SPX (S&P 500 Index) closing the week ~0.3% higher than last weeks close and ~ 50 points below the all-time highs reached on 29 October : … [Read more]
Einstein Asset Allocation Portfolio Update: 5 December 2025
Einstein is one of several portfolios set up to resist major market draw-downs. Should we encounter a recession in 2026 there is likely no place to hide other than to short the equities market. Historically the stock market trends up so … [Read more]
Millikan Portfolio Review: 4 December 2025
Millikan is a "classic" asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and … [Read more]
Gauss Portfolio Review: 2 December 2025
December begins with a review of the Gauss portfolio. As the U.S. Equities market moves higher the probability of a reversion to the mean increases. For that reason readers will see a number of ITA portfolio holding bonds and treasuries, … [Read more]
Darwin Portfolio Review: 28 November 2025
As November comes to a close, US Equities closed on a positive note despise low volume on a trade-shortened week ahead of the Thanksgiving holiday: Based on the previous bullish channel that I had constructed many weeks/months ago we have bounced … [Read more]
Huygens Recession Portfolio Review: 28 November 2025
Huygens is sporting a revised asset allocation model. While it is unlikely one can set up a recession proof portfolio, the following group of Exchanged Traded Funds is my effort to do so. While the Huygens will still have exposure to equity … [Read more]
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