This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios. Few changes occurred since the last review. When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]
Dirac Portfolio Review: 3 July 2025
Over the past 18 months I have not had the time to decide how to manage the money that has been sitting in the Dirac Portfolio. This was to be a re-build portfolio project based on using an “Income” model, similar to the Hawking Portfolio, but … [Read more]
Copernicus Portfolio Review: 3 July 2025
When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing … [Read more]
Rutherford-Darwin Portfolio Review: 3 July 2025
In another short week for trading, US Equities (SPX) continued their climb to new highs and closed the week ~2.2% higher than last week's close: … [Read more]
Millikan Portfolio Review: 1 July 2025
While the Millikan portfolio is dated July 1, the information is primarily June data. The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs). As readers will see in a moment, I am deviating from the basic asset allocation … [Read more]
Bethe Portfolio Review: 30 June 2025
Few changes took place within the Bethe portfolio since the last review. A few more shares of SHV were added as I am taking a conservative approach with this portfolio. I will most likely continue along these capital preservation lines until after … [Read more]
Rutherford-Darwin Portfolio Review: 27 June, 2025
US Equities pushed higher this week, despite geopolitical uncertainties, and closed the week ~ 3.5% higher than last week's close after testing the important 6100 level in the SPX (S&P 500 Index) and breaking out to new all-time highs: … [Read more]
Gauss Portfolio Review: 27 June 2025
Gauss is one of the mini-asset allocation portfolios or one where very few ETFs are used to populate the portfolio. Since the last review all shares of SCHG were sold and the cash was converted to shares of SHV, a short-term treasury. While U.S. … [Read more]
Kepler Portfolio Review: 24 June 2025
Kepler is undergoing security changes as it has been under-performing for a long time. The portfolio could wait until after the second quarter dividends are available, but I want to use this review as a reference to see how the different … [Read more]
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