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...]
Franklin Sector BPI Portfolio Review: 22 October 2025
Patients paid off as there was action this week in the sectors market. Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one. Not showing up in the first screenshot is … [Read more]
Darwin Portfolio Review: 17 October 2025
For readers that may have been wondering why they haven't seen a review from me in a couple of weeks I apologize. I purchased a new computer two weeks ago and tried to move all my files to the new computer - but something went badly wrong and, even … [Read more]
Bohr Portfolio Review: 17 October 2025
With the U.S. Equities stock market at or near all-time highs, what to do with new cash or even how to work with a static portfolio is a question many investors are asking? This week I was asked what is holding the Stock market at these high … [Read more]
Kepler Portfolio Review: 15 October 2025
As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September. Kepler happens to be the only portfolio using Closed-End-Funds. I need to remind readers that the Hawking is … [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]
Pauling Asset Allocation Portfolio: 10 October 2025
Pauling is another Asset Allocation portfolio settling in for a volatile 2026. As readers will see in the second screenshot, I sold shares of SHV in order to raise cash to rebalance the portfolio. More on the particulars later. … [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]
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]
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