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...]
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]
Copernicus Portfolio Review: 1 August 2025
I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday's selloff had on this equity oriented portfolio. Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market. I … [Read more]
Gauss Asset Allocation Portfolio Review: 31 July 2025
July ends with the update of another "mini" asset allocation portfolio. Gauss brings July to a close. As with similar portfolio structures I am tilting toward income vs. growth until the political environment shows some stability. If and … [Read more]
Einstein Portfolio Review: 30 July 2025
Einstein is similar to the Bethe portfolio, posted earlier today. This will be a quick analysis as the rebalancing process is similar. The Einstein is in a state of rebuilding after significant withdrawals were made to cover educational expenses. … [Read more]
Bethe Portfolio Update: 30 July 2025
Bethe is one of the "mini" asset allocation portfolios and one that needed rebalancing. This morning I sold a significant number of SHV shares making rebalancing possible. SCHD was most out of balance and I will explain below how I went about … [Read more]
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