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...]
Huygens Portfolio Update: 30 June 2026
Huygens is the asset allocation portfolio scheduled for an update this first day of July. Little action is necessary as the Huygens is rounding into shape as far as bringing the various asset classes into balance. … [Read more]
Financial Repression Portfolio Update From ChatGPT
Florida As the U.S. Equities Market moves higher the Buffett Indicator continues to flash a warning that we are just waiting for the pin to be pulled on the grenade. Based on an overvalued market I once more asked ChatGPT to create a diversified … [Read more]
Millikan Portfolio Review: 29 June 2026
"Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low … [Read more]
Dirac 2026 Portfolio Review: 26 June 2026
I did not make any adjustments to the Dirac Portfolio this week - primarily because I was ~100% fully invested (as per my goal) and I was waiting for dividends to be paid. The trade sheet therefore looks like this: with a little over $340 deposited … [Read more]
Darwin 2026 Portfolio Review: 26 June 2026
After last week's brief period of euphoria, with investor's thinking that the problems in the Middle East might be over, this week saw a return to reality with a ~2.4% drop in the SPX (S&P 500 Index) and a continuation of the sideways … [Read more]
Kepler Portfolio Update: 23 June 2026
Kepler is the portfolio up for review this morning and there are few changes as cash is limited or orders are already in place for purchase. The revised asset allocation model is set up to resist Financial Repression. This is a test portfolio to … [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]
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