Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan Asset Allocation Model Below is the current asset allocation model for the Millikan. […]
Gauss Portfolio Review: 14 January 2026
Gauss is the portfolio scheduled for an update. The latest asset allocation model is designed to be somewhat recession proof – if such an asset allocation is possible. By recession proof, there are several low volatile ETFs that will throw off dividends so as to keep the various assets close to target.
Bohr Portfolio Review: 20 January 2026
Before delving into the Bohr review, let me remind readers to register as a Guest (free) if you wish to see all blog posts such as this one. After registering as a Guest wait for me to upgrade you to the Platinum level. Now into the Bohr update. If you have been following this portfolio […]
Kepler Portfolio Review: 23 January 2026
Kepler is the portfolio up for review this morning. When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction. I am attempting to “recession proof” this account. When this bull market fever breaks it will be difficult to keep any assets on the positive side with […]
Millikan Portfolio Review: 27 January 2026
The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot readers can see the three-year average volatility. I’ll point out the specific column in a moment. Millikan […]
Schrodinger Portfolio Review: 29 January 2026
The question, “Who will manage the family portfolio when I die?” gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. Performance and cost were the two primary criteria when researching Robo Advisor options. I finally settled on […]
Einstein Portfolio Update: 30 January 2026
Einstein is the portfolio scheduled for review this morning. The asset allocation mix is set so from this point going forward all that is required is to keep the various asset classes as close to the target percentage as possible. The goal is to keep each asset class (ETF) within one percentage point, but could […]
Huygens Asset Allocation Portfolio Review: 2 February 2026
Huygens is the classic asset allocation portfolio. While the selection of asset classes will vary from portfolio to portfolio, as will the percentages allocated to each class, the principle of diversification is a long-standing model for portfolio management. Late last year I reworked the asset allocations for the Huygens. The goal is to provide growth […]
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