Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in this case as low volatility. … [Read More...]
Millikan Preparation for 2026
As we approach the fourth quarter of 2025 I will be setting up portfolios for 2026. The outlook is less promising for the coming year compared to 2025 so a more conservative approach makes sense. The new asset allocation for the Millikan is … [Read more]
McClintock Sector BPI Portfolio Review: 26 September 2025
Little has changed since the recent recommendation to purchase shares in Consumer Staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market. I recently purchased 15 shares of VDC as Consumer Staples dropped … [Read more]
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how … [Read more]
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is … [Read more]
Franklin Sector BPI Portfolio Review: 19 September 2025
Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs. I use StockCharts for this information. Last Friday the Consumer Staples … [Read more]
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and … [Read more]
Pauling Asset Allocation Portfolio Review: 16 September 2025
Pauling is another "easy to manage" asset allocation portfolio. All asset classes have yet to be fully populated. That should take place over the next three to six months. I am still waiting to see what the FEDs do with interest rates and how … [Read more]
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler … [Read more]
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