Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial Repression. Using ChatGPT I made the following request to create a specific portfolio. … [Read More...]
Gauss Portfolio Review: 28 April 2025
Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used. SHV is used as a holding basket when cash becomes available. Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current … [Read more]
Dirac Portfolio Review: 8 January 2025
I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score … [Read more]
Rutherford-Darwin Portfolio Review: 25 April 2025
It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week's close: … [Read more]
Carson Sector BPI Portfolio Review: 22 April 2025
Five sectors are still positioned in the oversold zone when I checked early this morning. I'll identify these sectors later on in the rebalancing section. The Carson currently holds at least one share in 10 of the 11 sectors. The hope is that a … [Read more]
Bohr Asset Allocation Portfolio Review: 21 April 2025
U.S. Equities are taking another huge hit as I write this blog. Due to holding a high percentage in short-term treasuries and a dividend oriented ETF, the Bohr is tempering the draw-down. Nevertheless, the tariff debacle is ripping into 401(k) … [Read more]
Bullish Percent Indicators: 17 April 2025
Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary. Tariff uncertainty is roiling the markets to where updating is meaningful. The two tables below … [Read more]
Rutherford-Darwin Portfolio Review: 17 April 2025
It was a "relatively" quiet week in the US equity markets ahead of the holiday weekend with the SPX (S&P 500 Index) closing down ~1.5% from last Friday's close: … [Read more]
Bethe Asset Allocation Portfolio Review: 16 April 2025
Bethe is a portfolio managed using a simplified version of the Asset Allocation (AA) model. It is much too early to know how this truncated AA model will work during volatile markets. As readers will see in a moment, I am holding a much larger … [Read more]
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