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...]
Kepler CEF Portfolio Review: 12 August 2025
Kepler recently experienced changes in the portfolio makeup. I moved the Kepler to Closed-End-Funds (CEFs) in an experiment to see how well this investing model might work going forward. The Kepler is one of the poorest performing portfolios so it … [Read more]
Rutherford-Darwin Portfolio Review: 8 August 2025
After last week's sell-off, US markets bounced back this week, closing ~2.5% higher than last week's close and looking to retest the all-time highs at ~6450 in the SPX (S&P 500 Index): … [Read more]
Carson Sector BPI Portfolio Review: 7 August 2025
I could have skipped this review as there has not been any action since the last update. This blog will inform readers where the Carson portfolio currently stands and how well the Sector BPI model is working. Carson Security Holdings The bulk of … [Read more]
Pauling Portfolio Review: 6 August 2025
Pauling is another mini-asset allocation portfolios where the number of ETFs populating the portfolio are limited. In anticipation of a slower economy when third and fourth quarter economic reports come out, I've concentrated on building up … [Read more]
Dirac Portfolio Review: 4 August 2025
Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday's weakness in the US equity markets - since this portfolio is totally focused on these markets: … [Read more]
Rutherford-Darwin Portfolio Review: 4 August 2025
After pushing to new all-time highs earlier in the week, the SPX (S&P 500 Index) hit resistance at ~6450 and pulled back on Friday, closing the week down ~2.4% from last week's close. The MACD and RSI Indicators are both now sending bearish … [Read more]
McClintock Sector BPI Portfolio Review: 4 August 2025
When the market opened to the upside this morning I was more than a little surprised. Such is the nature of the U.S. Equities market. Never try to predict what it is going to do. The McClintock is patiently waiting for one or more sectors to drop … [Read more]
Hawking Portfolio Review: 1 August 2025
Normally there is not a lot for me to say in my reviews of the Hawking Portfolio because I like to try to keep it as a low maintainance (close to Buy-And-Hold) portfolio that generates steady monthly income at a predicable 8-12% level. This is … [Read more]
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