Millikan is the portfolio I am updating this morning. With exception of one asset class, U.S. Equities (VTI), the portfolio is in balance. I recently added international shares as well as inflation protection ETFs. New cash and dividends are used to keep the asset classes in balance. Millikan Security Holdings Below are the securities in this simple portfolio. The asset allocation divisions … [Read More...]
Gauss Portfolio Review: 27 June 2025
Gauss is one of the mini-asset allocation portfolios or one where very few ETFs are used to populate the portfolio. Since the last review all shares of SCHG were sold and the cash was converted to shares of SHV, a short-term treasury. While U.S. … [Read more]
Kepler Portfolio Review: 24 June 2025
Kepler is undergoing security changes as it has been under-performing for a long time. The portfolio could wait until after the second quarter dividends are available, but I want to use this review as a reference to see how the different … [Read more]
McClintock Sector BPI Portfolio Review: 23 June 2025
The McClintock portfolio was last reviewed on April 29th so it is long overdue. Numerous sector ETFs were sold out of the McClintock since the last review so I will be examining how well the Sector BPI investing model is working by analyzing the … [Read more]
Rutherford-Darwin Portfolio Review: 20 June, 2025
It was a relatively quiet, short, trading week in the US equity markets with more consolidation below the ~6100 resistance level and the SPX closing down ~0.2% from last week's Close: … [Read more]
Schrodinger Portfolio Review: 20 June 2025
Welcome to the Summer of 2025. Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio. Since the last review no changes were made other than to pick up a few dividends. In the … [Read more]
Carson Sector BPI Portfolio Review: 18 June 2025
Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors. Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU). … [Read more]
Rutherford-Darwin Portfolio Review: 13 June, 2025
US equities attempted to test the all-time high at ~6100 but volume was not strong and there was not enough conviction to break through this important resistance level with trend and momentum indicators (MACD and RSI) sending mixed signals: … [Read more]
Huygens Portfolio Review: 13 June 2025
Huygens is a pure Asset Allocation portfolio, built around traditional asset classes with a global diversification plan. Since this review comes at a time when we are approaching the end of the second quarter, no changes are planned. After the … [Read more]
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