The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler portfolio and make recommendations as to how to improve the asset allocation … [Read More...]
Rutherford-Darwin Portfolio Review: 25 July 2025
US equities continued their steady climb to new all-time highs this week with the SPX (S&P 500 Index) closing ~1.5% higher than last week's Close: The next potential resistance level might come somewhere in the 6450-6500 range between the 1.236 … [Read more]
Selecting Closed-End-Funds
This blog is designed to elicit contributions from readers as it pertains to selecting Closed-End-Funds (CEFs) for portfolio construction. Hedgehunter has already compiled a list of CEFs and these securities can be found in the Hawking portfolio. I … [Read more]
Bohr Portfolio Review: 24 July 2025
If you received notification of this blog post and it turned out to be Private, what happened is that I either clicked on the wrong radio button or the software sent out a notification before I finished reviewing the Bohr portfolio. Here is the … [Read more]
Schrodinger Portfolio Review: 22 July 2025
Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market … [Read more]
Huygens Portfolio Review: 22 July 2025
Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. … [Read more]
Dirac Portfolio Review: 18 July 2025
With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio: … [Read more]
Rutherford-Darwin Portfolio Review: 18 July 2025
It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates - but in the end the SPX (S&P 500 … [Read more]
Carson Sector BPI Portfolio Review: 18 July 2025
Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works. As yet I have not seen another website using this investing model. If ITA readers ever spot something similar, pass the … [Read more]
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