Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500. Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security Holdings Below are the current Gauss holdings. The majority of the asset classes are below target. Limit orders are in place to bring a few ETFs … [Read More...]
Bohr Asset Allocation Portfolio Review: 28 February 2025
Bohr is the final portfolio up for review in February. This portfolio is new to the Asset Allocation investing model so we are looking to the Jensen Performance Index or Jensen Alpha to see if the account is gaining or losing ground to the … [Read more]
Franklin Sector BPI Portfolio Review: 27 February 2025
Franklin is the next to last portfolio to be review in February. Tomorrow I will update the Bohr and then we are into March. Franklin is one of three Sector BPI portfolios. The other two are Carson and McClintock. This morning I updated all the … [Read more]
Kepler Asset Allocation Portfolio Review: 26 February 2025
Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model. The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages. Most of the equity asset classes … [Read more]
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset classes such as … [Read more]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless … [Read more]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]
Huygens Asset Allocation Portfolio Review: 21 February 2025
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly … [Read more]
Pauling Asset Allocation Portfolio: 21 February 2025
Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe. A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios. … [Read more]
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