Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [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]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, … [Read more]
Closed End Funds (CEFs): 19 May 2025
Have you been following the Hawking Portfolio? If not, you may want to give a close looking to this unique approach to investing. If income is of interest then investing in Closed End Funds (CEFs) is definitely an option. Before launching into … [Read more]
Rutherford-Darwin Portfolio Review: 16 May 2025
It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week's close: … [Read more]
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