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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 Kepler.  VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [Read More...]

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Portfolio Management

Copernicus Portfolio Review: 19 December 2024

Keep it simple is the philosophy of the Copernicus portfolio.  Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency.  Keep cash levels low and expenses to a minimum.  One reason for including ESGV as part of the portfolio is to purchase shares if the remaining cash is around $100 or insufficient to purchase a share of either VTI or VOO. Copernicus Current … [Read More...]

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Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

Bohr Portfolio Review: 27 January 2025

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The most important key to successful investing can be summed up in just two words - asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance.  In a few … [Read more]

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]

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