US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on Thursday but the uptrend remains firmly in place.
Kepler Portfolio Update: 3 November 2025
Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios. In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%. Sometimes the yield will be outside these percentages. If you are […]
Bethe Asset Allocation Portfolio Update: 4 November 2025
Bethe is the portfolio up for review this morning. This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning. Is this the draw-down we have expected for months or only a momentary pause? To be determined over the next several months. As readers will see, I am taking […]
Millikan Asset Allocation Portfolio Review: 6 November 2025
Millikan is one of several asset allocation portfolios. The diversification is a tad more expansive in that the Millikan holds a few shares of GLD and BTCO. As the various asset classes approach their target percentages, the goal for the Millikan is to use future dividends to maintain a balanced portfolio while not selling securities […]
Gauss Asset Allocation Portfolio Review: 7 November 2025
Gauss is another portfolio using the Asset Allocation Model of investing. This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog. We may be near the beginning of a market correction if not worse. I thought the correction (down at least […]
Darwin Portfolio Review: 7 November 2025
US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week’s close:
Einstein Asset Allocation Portfolio Review: 10 November 2025
No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV.
Pauling Portfolio Review: 13 November 2025
Pauling is one of several portfolios recently converted to the Asset Allocation management model. While the assets may vary slightly from portfolio to portfolio, the general management model is the same. Select Exchange Traded Funds (ETFs) that represent different asset classes, set target percentages, and then follow the Kipling recommendations as to when to Buy […]
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