Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance. The Bethe is now in a rebuilding phase. Bethe Security Holdings Below is a … [Read More...]
Gauss Portfolio Review: 25 June 2026
Gauss is the asset allocation portfolio up for review. Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator … [Read more]
Copernicus Portfolio Update: 23 June 2026
Copernicus is the "all equity" portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin. At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very … [Read more]
Dirac 2026 Portfolio Review: 18 June 2026
Based on recommended signals from the Dirac analysis sheet, used to manage this portfolio, trading activity in the last week looks like this (red box): with the addition of XLB (Materials) being the only adjustment made to the portfolio. The … [Read more]
Darwin 2026 Portfolio Review: 18 June 2026
US Equity markets jumped higher on Monday as investors reacted positively to news that the conflicts in the Middle East may soon be resolved. However, they pulled back modestly later in the week, managing to stay within the bullish uptrend channel, … [Read more]
Carson Sector BPI Portfolio Update: 19 June 2026
That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal. The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog … [Read more]
Einstein Portfolio Review: 17 June 2026
Einstein is the "Financial Repression" portfolio up for review this morning. If you are prevented from reading this blog post, register as a Guest (free) and wait for me to upgrade your Guest membership to Platinum. The blog is free to all … [Read more]
Pauling Portfolio Review: 15 June 2026
Pauling is one of several portfolios constructed around the concept of asset allocation. If you check the various ETFs you will see it is invested with global equities in mind. I asked ChatGPT if the U.S. Equities market is overvalued. Here is the … [Read more]
Dirac 2026 Portfolio Review: 12 June 2026
The Dirac Portfolio attempts to outperform the broader US Equity market (as represented by SPY - S&P 500 ETF) by rotating between sectors in that broader market. At present, the momentum/acceleration model that has been used to manage this … [Read more]
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