Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [Read More...]
Carson Portfolio Update: 10 April 2025
The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge. This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have … [Read more]
Franklin Portfolio Update: 8 April 2025
Stay the course. Stick with the investment plan. That is the advice I am following with the Franklin Sector BPI portfolio in this update. Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone. … [Read more]
Rutherford-Darwin Portfolio Review: 4 April 2025
It was a brutal week in just about all major markets with the SPX losing a little over 9% from last week's close - most of this within the last 2 days of the week with concerns over the effects that tariffs might have on the cost of living and the … [Read more]
Bullish Percent Indicators: 4 April 2025
"Democracy is the theory that the common people know what they want, and deserve to get it good and hard." - H. L. Menckken In all the years I've been tracking the Bullish Percent Indicators (BPI), as shown below, I never witnessed such a … [Read more]
Bohr Asset Allocation Portfolio Review: 4 April 2025
Individual-1's tariffs are the self-inflicted decisions driving down the market or should I say, markets. Global markets are also taking a major hit. Rather then telling readers what to do, read on and see what I am doing as different portfolios … [Read more]
Einstein Asset Allocation Portfolio Review: 2 April 2025
Einstein is up for review this morning. This portfolio sports a simplified asset allocation model in that it holds only four securities and one (SHV) is included primarily as an interest bearing cash holding tank. … [Read more]
Rutherford-Darwin Portfolio Review: 28 March 2025
After gapping up higher on Monday, it was all downhill for the rest of the week with US Equities closing ~ 4% lower than last week's close: … [Read more]
Kepler Simplified Asset Allocation Portfolio: 31 March 2025
Kepler is nearly in balance with the simplified asset allocation model. The asset allocation is very close to the Bogle Three ETF model. Instead of bonds I am using SCHD and SHV. In place of international equities I am using SCHG for a bit more … [Read more]
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