Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [Read More...]
Huygens Portfolio Review: 19 August 2025
Little has changed within the Huygens since the last review. No new money was added and the few dividends are being used to purchase another share of SHV. For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, … [Read more]
Rutherford-Darwin Portfolio Review: 15 August 2025
US equity markets remain bullish and at new all-times highs as they test an important potential resistance level at~6450 in the SPX (S&P 500 Index): … [Read more]
Copernicus Portfolio Review: 15 August 2025
The Copernicus follows Warren Buffett's advice to invest the major port of the portfolio in a low-cost index fund that tracks the S&P 500. Over the last 3.7 years this management approach has paid off very well as readers will see in a moment. … [Read more]
Bohr Portfolio Review: 13 August 2025
Bohr is another mini-asset allocation portfolio where only a few index ETFs are used to populate the portfolio. Cash was needed for personal reasons so this account is in a state of flux and will need to be rebuilt over the coming months. … [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]
- « Previous Page
- 1
- …
- 37
- 38
- 39
- 40
- 41
- …
- 184
- Next Page »