Pauling is another asset allocation portfolio set up to provide some resistance should we experience a correction or worse, a recession. The portfolio is slowly rounding into shape where most of the asset classes are close to their target percentages. The goal is to reinvest new cash deposits and dividends. Assets most under target will […]
Gauss Portfolio Update: 5 February 2026
Gauss is another asset allocation portfolio designed to withstand a major draw-down of equities. Trailing Stop Loss Orders (TSLOs) are in place for ETFs such as QUAL and RSP. I recently added VIG to the portfolio so it is not yet up to target. Limit orders are in place to add more shares to […]
Kepler Asset Allocation Portfolio Update: 6 February 2026
Kepler is in the rebuilding phase. In addition, the asset allocation is one of the most conservative of all the ITA portfolios. Three of the “most needed” sectors are part of the Kepler and they are: Health, Utilities, and Consumer Staples. Even in the most difficult financial periods these three ETFs hold stocks that provide […]
Bethe Portfolio Review: 11 February 2026
Bethe is one of numerous Asset Allocation (AA) investing models tracked and managed here at Investment Trend Analysis (ITA). While the Bethe is not fully in balance, the shares of the different ETFs are making their way toward the target percentages. I had hoped to have all the AA portfolios in balance by the end […]
Millikan Portfolio Review: 17 February 2026
Millikan is the Asset Allocation portfolio up for review this morning. I added SCHD as another dividend oriented asset knowing there is overlap with VYM and VIG. Dividends are used to keep asset classes in balance. Since cash is at a premium and I don’t plan on selling existing holdings, I’ll wait for any infusion […]
Bohr Portfolio Review: 18 February 2026
While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth. As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track here at ITA. Should we see a market correction or worse […]
Schrodinger Portfolio Update: 24 February 2026
We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog. The Schrodinger has been operating for approximately 8.5 years. I use a start date of 12/31/2021 in order to compare the performance with much younger portfolios. Over the past four plus […]
Einstein Recession Resistant Portfolio Review: 27 February 2026
Einstein is the last portfolio to be reviewed in February. The current asset allocation is designed to be recession resistant while still providing some room for capital appreciation. The portfolio is not completely in balance, but should be in another month or so, depending on price changes.
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