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Darwin 2026 Portfolio Review: 21 August 2026

US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we continue in the bullish uptrend channel or whether we pullback further to test the prior support level at ~7200. Relative to other major asset classes … [Read More...]

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Portfolio Management

Bohr Portfolio Review: 7 July 2026

Bohr is the Asset Allocation portfolio up for review this morning.  As readers will see in a moment, most of the asset classes are below target and that is intentional.  With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious.  It might be a long wait before the AI stocks implode.  In the meantime I will be keeping the asset classes … [Read More...]

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2025: A Year To Simplify

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Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios.  Those that will remain unchanged, at least for now, are:  Copernicus, Schrodinger, and Carson.  Each of these three portfolios uses a … [Read more]

Darwin Portfolio Review: 3 January 2025

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I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]

Bethe Asset Allocation Update: 6 January 2024

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Bethe is the Asset Allocation portfolio up for review this morning.  The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe.  Unrest in the energy sector continues to … [Read more]

Schrodinger Portfolio Review: 2 January 2025

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While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024.  The overall performance is quite strong despite the four percentage point loss in December.  This post of the Schrodinger marks the three-year point … [Read more]

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