The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues to shed negative news and just … [Read More...]
Millikan Portfolio Review: 1 May 2025
Headline news this morning - "Trump's tariffs have left businesses in a 'state of near paralysis'." Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make … [Read more]
Pauling Portfolio Review: 30 April 2025
Pauling is another asset allocation portfolio managed using only four Exchange Traded Funds (ETFs). Only two months of data is in the bank for this portfolio so it is much too early to know if this model is working as hypothesized. The makeup of … [Read more]
McClintock Sector BPI Portfolio Review: 29 April 2025
McClintock is one of three portfolios managed using the Sector BPI model. The other two are the Carson and Franklin, named after Rachel and Rosalind respectively. During the recent market declines numerous sectors dropped into the oversold zone. … [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]
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