Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Bohr Portfolio Review: 6 May 2025
Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the … [Read more]
Copernicus Portfolio Review: 5 May 2025
As I write this blog the U.S. Stock Market is attempting to regain early Monday losses. As long-time reader know, the Copernicus is an equities only portfolio. The management model is to save and purchase S&P 500 ETFs. Based on the current … [Read more]
Bullish Percent Indicators: 2 May 2025
Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025. This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently … [Read more]
Rutherford-Darwin Portfolio Review: 2 May 2025
In last week's review I stated that we were at an interesting level in the SPX (S&P 500 Index) as we were sitting at potential resistance and would have to wait to see whether this resistance held or whether we would see a push through it within … [Read more]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are … [Read more]
Kepler Portfolio Review: 2 May 2025
Kepler is another portfolio managed using the simplified Asset Allocation model. As with similar portfolios, I am gravitating towards capital preservation based on date from the Buffett Indicator and Shiller PE Ratio. Later this morning I will post … [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]
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