Millikan is the portfolio I am updating this morning. With exception of one asset class, U.S. Equities (VTI), the portfolio is in balance. I recently added international shares as well as inflation protection ETFs. New cash and dividends are used to keep the asset classes in balance. Millikan Security Holdings Below are the securities in this simple portfolio. The asset allocation divisions … [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]
Carson Sector BPI Portfolio Review: 7 November 2024
Carson is the Sector BPI portfolio up for review this morning. Carson is the oldest Sector BPI portfolio with two years of data which is still a very short period to come to any significant conclusions as to the viability of any investing model. … [Read more]
Bethe Asset Allocation Portfolio Review: 6 November 2024
Bethe is another Asset Allocation portfolio that is approaching a balanced state. Since there is a 90% overlap in stocks held in VTI and VOO, I placed a Trailing Stop Loss Order of 3% for VTI. Inflation is currently not a problem so a TSLO of 1% is … [Read more]
Einstein Asset Allocation Portfolio Review: 5 November 2024
During this year (2024) several portfolios were shifted to the Asset Allocation investing model in an effort to return to my investing roots. The Einstein is one such portfolio. What I am attempting to do with these portfolios is to get each one … [Read more]
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