"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...]
Pauling Portfolio Review: 29 May 2025
Keeping it simple is the mantra of the Pauling portfolio. Only a few ETFs are used to populate the Pauling. As with several other portfolios using a truncated asset allocation management model preservation of capital is paramount. I have one … [Read more]
Gauss Portfolio Review: 28 May 2025
Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio. In other words - Keep it simple. In keeping with caution in this uncertain economic environment, I placed a 4.5% … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 3: Generating additional Income and Hedging
In Part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine … [Read more]
Millikan Portfolio Review: 27 May 2025
On again, off again tariff threats are constantly roiling the stock and bond markets. This morning the direction happens to be to the upside. When in a dark room filled with furniture - stand still. That is the attitude businesses have as it is … [Read more]
Bethe Portfolio Review: 23 May 2025
Bethe is another portfolio using the truncated asset allocation model. A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term … [Read more]
Einstein Portfolio Review: 21 May 2025
Einstein is one of several portfolios using a truncated Asset Allocation investing model. This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course. As with many of the other ITA portfolios, I am … [Read more]
Kepler Portfolio Review: 21 May 2025
Followers of the Kepler will note major changes in the portfolio makeup. The latest asset allocation is income driven as I am using a number of Closed-End-Funds (CEFs) to augment VOO and SCHD. For more information on CEFs check out the latest … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management
In part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward, I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine … [Read more]
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