If you are looking for a conservative portfolio look no further than the Millikan. Before digging into the Millikan details, just a word about the above photo. There is an 11 million dollar renovation project under way where we are living and the above gravel truck was interesting in that the operator controlled the boom via blue-tooth so he could scatter the gravel where needed. Quite the … [Read More...]
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF … [Read more]
Moving Average Convergence/Divergence Indicator (MACD)
Back in the 1970s I learned of Gerald Appel and his Moving Average Convergence Divergence (MACD) technical indicator. Appel published and sold a pamphlet explaining the MACD model and how to calculate it on a Texas Instrument calculator. This was a … [Read more]
Rutherford-Darwin Portfolio Review: 14 March 2025
This week saw an official "correction" in the trend of US Equities with a 10% pullback from the mid-February highs. This pullback also coincided with a test of resistance at the 61.8% Fibonacci retracement level at 5520: … [Read more]
Bethe Asset Allocation Portfolio Simplified: 14 March 2025
Bethe is undergoing a further simplification. This time narrowing the number of assets to five Exchange Traded Funds (ETFs) and most likely down to four as VTI will eventually be sold out of the portfolio. … [Read more]
Huygens Asset Allocation Portfolio Review: 13 March 2025
"The most important key to successful investing can be summed up in just two words-asset allocation." - Michael Leboeuf Huygens is the portfolio on tap for an update this morning. This is one of the first portfolios to finally … [Read more]
Pauling Asset Allocation Portfolio Review: 12 March 2025
Pauling is an Asset Allocation style portfolio converging on one year of operating under this investing model. Over the past 3.25 years the results have been disappointing. As the portfolio reaches the point where all asset classes are in balance, … [Read more]
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the … [Read more]
Einstein Asset Allocation Portfolio Update: 11 March 2025
Einstein is one of the lower performing portfolios, one of the reasons for moving the management style over to the Asset Allocation model. We are coming up on one year of this management model change. The improvement is gradual, but visible as … [Read more]
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