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David Cross
@dacross5
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Recent Posts

  • Beta: A Brief Description
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • Darwin 2026: 2 January 2026
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Recent Posts

  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026
  • Millikan Portfolio Review: 13 January 2026 January 13, 2026
  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Portfolio Construction: Where to Begin?
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Schrodinger Portfolio Update: 28 October 2025

General Investment News

Portfolios coming up for review.  Carson, Millikan, Franklin, Schrodinger and Einstein 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

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  • Portfolio Summary: 16 January 2023
  • Bullish Percent Indicators: 16 February 2024
  • Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Useful Website: Transparent Investing
  • Sector BPI Millikan Portfolio Update: 14 June 2024
  • Millikan Portfolio Review: 4 December 2025
  • Rutherford Portfolio Review (Tranche 2): 2 August 2024
  • Copernicus Portfolio Review: 28 March 2025
  • Pauling Asset Allocation Portfolio Review: 22 January 2025

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