"Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows." — Jim Rogers Millikan is the "recession resistant" portfolio up for review this morning. Before diving into the analysis let me attempt to write down a few ideas when trying to deal with this high market. "How should I prepare for a possible recession or at least a market correction?" Corrections … [Read More...]
Selecting Closed-End-Funds
This blog is designed to elicit contributions from readers as it pertains to selecting Closed-End-Funds (CEFs) for portfolio construction. Hedgehunter has already compiled a list of CEFs and these securities can be found in the Hawking portfolio. I … [Read more]
Bohr Portfolio Review: 24 July 2025
If you received notification of this blog post and it turned out to be Private, what happened is that I either clicked on the wrong radio button or the software sent out a notification before I finished reviewing the Bohr portfolio. Here is the … [Read more]
Schrodinger Portfolio Review: 22 July 2025
Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market … [Read more]
Huygens Portfolio Review: 22 July 2025
Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. … [Read more]
Dirac Portfolio Review: 18 July 2025
With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio: … [Read more]
Rutherford-Darwin Portfolio Review: 18 July 2025
It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates - but in the end the SPX (S&P 500 … [Read more]
Carson Sector BPI Portfolio Review: 18 July 2025
Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works. As yet I have not seen another website using this investing model. If ITA readers ever spot something similar, pass the … [Read more]
Einstein Portfolio Review: 18 July 2025
Einstein is in the rebuilding stage after experiencing several withdrawals for educational purposes. The owner recently added cash. More shares of SHV were purchased and there is currently a limit order in place to purchase one more share of VOO. … [Read more]
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