Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Pauling Asset Allocation Portfolio Review: 18 November 2024
Pauling is one of several Asset Allocation portfolios launched in early April of this year (2024). In an effort to reduce taxes I avoid selling appreciated Exchange Traded Funds (ETFs). This strategy slows down the rebalancing process. Rebalancing … [Read more]
Rutherford Portfolio Review (Tranche 1): 15 November 2024
It seemed to be a week of reflection and re-evaluation in the US markets following last week's strong positive reaction to the US elections. The US Equity markets pulled back ~2% on the week: … [Read more]
Kepler Asset Allocation Portfolio Review: 14 November 2024
Thanksgiving greetings to Canadians, U.S, readers, and to all those around the world who celebrate Thanksgiving sometime in November. And now to the Kepler update. This portfolio has been lagging the benchmark for a few years so I moved … [Read more]
Bohr Asset Allocation Portfolio Review: 13 November 2024
Bohr is one of several portfolios that were transferred over to the Asset Allocation (AA) investing model within the last year. AA is the model commonly used to manage portfolios as it is well diversified to handle various market conditions. … [Read more]
Franklin Sector BPI Portfolio Update: 11 November 2024
Franklin is a small Sector BPI portfolio that continues to hold its own when compared to the SPY benchmark. We now have a two-year history with this model for the Franklin. The ITA Sector BPI portfolios (five in total) are of different size, are … [Read more]
Rutherford Portfolio Review (Tranche 4): 8 November 2024
As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump's victory is seen positively by the majority of investors as being good for the markets - at least for now. Last week I suggested that … [Read more]
Copernicus Portfolio Review: 8 November 2024
Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon. The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. Since the … [Read more]
Gauss Sector BPI Portfolio Review: 8 November 2024
Nothing has changed over the last few days that will impact the Gauss portfolio. The only sector ETF held in any of these Sector BPI portfolios is Energy (VDE) and this sector is closer to oversold than it is to overbought. Oversold is when the … [Read more]
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