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Bethe Portfolio Update: 5 August 2026

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real Estate (VNQ).  Limit orders are generally set around 5% below the current … [Read More...]

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Portfolio Management

Bohr Portfolio Update: 3 July 2023

Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of slowly migrating the income driven Bohr over to the Sector BPI Plus model.  Rather than sell the CEFs at market, I have established limit … [Read More...]

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Copernicus Portfolio Review: 21 January 2025

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"An investment in knowledge pays the best interest." - Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities.  Never sell unless there is an absolute emergency. If one were … [Read more]

Einstein Portfolio Review: 16 January 2025

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Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk.  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were … [Read more]

Millikan Portfolio Review: 15 January 2025

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"Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, … [Read more]

Gauss Portfolio Review: 14 January 2025

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The following paragraph within the quotes was AI generated.  "Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune … [Read more]

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