Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [Read More...]
Huygens Portfolio Review: 3 June 2026
Huygens is the portfolio up for review this morning. Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement. We know the Shiller CAPE and Buffett Indicator are … [Read more]
Millikan Portfolio Review: 2 June 2026
The Millikan portfolio is the second of five portfolios to be reviewed and updated this week. Once more the broad equities market is up slightly as I write this blog. As readers will see in the first screenshot, I am patiently waiting for better … [Read more]
Gauss Portfolio Review: 1 June 2026
I gave ChatGPT the following instruction. Below this sentence is the response from this AI source. If you have access to a different AI program, give it the identical instruction and compare the results. When I tried it with Microsoft the feedback … [Read more]
Dirac 2026 Portfolio Review: 29 May 2026
The Dirac Portfolio attempts to outperform the broader US Market (SPY) by rotating between sectors within that broader market. Let's first take a look at performance to date: where we can see (admittedly to my surprise) that, year-to-date, … [Read more]
Darwin 2026 Portfolio Review: 29 May 2026
Another month has passed and more new highs in the US Equity markets despite all the uncertainty: Despite the pullback from resistance at 7500 in the SPX (S&P 500 Index), this week saw a retest and breakthrough of that resistance and we are now … [Read more]
Kepler Portfolio Review: 27 May 2006
Kepler is the portfolio up for review this morning. Over the last few months I've adjust the asset allocation in preparation for a stock market correction - or worse. One clue is to pay attention to the bond market as it is many times larger than … [Read more]
Copernicus Portfolio Review: 26 May 2026
Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to ten … [Read more]
Dirac 2026 Portfolio Review: 22 May 2026
US Equities gained ~0.9% in the past week led by the Utility (XLU) and Health (XLV) sectors with Technology (XLK) in third place: On Tuesday a position in XLV was added to the portfolio as momentum (in negative territory) crossed above it's … [Read more]
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