Pauling is a simple asset allocation portfolio with world-wide diversification. VTI and VXUS pretty well cover the global stock market. Dividend producers such as VIG and SCHD add additional value style to the portfolio. Real Estate and inflation protection ETF rounds out the Pauling. … [Read More...]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily … [Read more]
Gauss Portfolio Update: 17 August 2026
Gauss is the Asset Allocation portfolio up for review today. Changes since the last review show a move from holdings in gold to short-term treasuries. The idea is to provide more income in addition to preparing for a possible market correction. A … [Read more]
Darwin 2026 Portfolio Review: 14 August 2026
It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again hitting new all-time highs: Despite the 3-month sideways consolidation through May-July (Sell in May and go away ....) we are still clearly in an uptrending … [Read more]
Kepler Portfolio Update: 14 August 2026
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 … [Read more]
Carson Sector BPI Portfolio Update: 12 August 2026
Up for review this morning is the Carson, one of three portfolios managed using the Sector Bullish Percent Indicator (BPI) investing model. Carson is one of the better performing ITA portfolios. However, it has yet to experience a major market … [Read more]
Einstein Portfolio Update: 10 August 2026
To simplify is the direction I am taking the Einstein. A number of adjustments took place since the last review of this less than stellar performing portfolio. … [Read more]
Darwin 2026 Portfolio Review: 7 August 2026
US equities finally broke out of their three month consolidation range between 7300 and 7600 in the SPX (S&P 500 Index) and ran to new all-time highs this week: Thus, we remain in a long-term bullish trend in a volatile geopolitical climate - so … [Read more]
Pauling Portfolio Review: 7 August 2026
"The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger Before getting into the analysis let me apologize for the blog being down. Apparently one of the plugins interfered with the site loading. … [Read more]
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