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...]
Schrodinger Portfolio Review: 11 June 2026
Schrodinger is the Robo Advisor portfolio up for review this morning. This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab. … [Read more]
Bohr Portfolio Update: 10 June 2026
When a portfolio is not performing up to expectations one makes changes. Such is the case with the Bohr portfolio. I am in the process of making changes in this portfolio for two reasons. Performance is below expectations. Asset … [Read more]
Kepler Portfolio Update: 9 June 2026
As mentioned in the last blog this portfolio (Kepler) is designed to protect capital and to provide some resistance should the government employ Financial Repression in an effort to get out from under the 40 trillion dollar debt. If you compare the … [Read more]
Financial Repression Portfolio from ChatGPT
I requested ChatGPT create a portfolio using the following parameters. In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an … [Read more]
Dirac 2026 Portfolio Review: 5 June 2026
With US Equities dropping 2.5% in the past week we'll review the performance of the Dirac portfolio - that attempts to outperform the broader market by rotating between sectors within that market. The analysis sheet for this portfolio currently … [Read more]
Darwin 2026 Portfolio Review: 5 June 2026
After hitting more all-time highs at the beginning of the week the SPX (S&P 500 Index) bounced off the ~7600 resistance level and closed the week ~2.5% lower than last week's close: … [Read more]
Portfolio Diversification: 6 June 2026
What to make of Friday's sell off? Hi Tech took a hit last Friday, but the broad market is still bullish based on the Bullish Percent Indicator (BPI) for the NYSE. These mixed signals are confusing at best. This next week, as well as the behavior … [Read more]
McClintock Sector BPI Portfolio Update: 5 June 2026
Since McClintock is a Sector BPI portfolio, I updated the BPI spreadsheet and found that Health is overbought. I placed a 3% TSLO under VHT. What I've been doing is selling all but one (1) share. Without going into great detail, holding on to a … [Read more]
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