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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]

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Portfolio Management

Millikan Portfolio Update: 17 April 2023

Millikan is one of the last of the four Sector BPI portfolios to undergo a "mending" of a potential weakness in the original hypothesis.  Since there are no BPI recommendations at present and cash is available, this update will show how that cash might be put to use. … [Read More...]

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Kepler Sector BPI Review: 19 April 2021

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Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% … [Read more]

Schrodinger Portfolio Review: 15 April 2024

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Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning.  Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the … [Read more]

Darwin Portfolio Review: 12 April, 2024

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The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]

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Portfolios coming up for review.  Copernicus, Gauss, and Millikan are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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