We begin the month of March with an update of the Huygens. The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down. Below I will explain how I am using Trailing Stop Loss Orders (TSLOs) to reduce major losses.
Pauling Portfolio Review: 3 March 2026
Pauling is an asset allocation portfolio that is slowly working out of a performance deficit. Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following screenshots. Several asset classes are out of balance or not close […]
Gauss Portfolio Review: 5 March 2026
Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in […]
Kepler Portfolio Review: 6 March 2006
Before moving into the Kepler update, I set limit orders for VCR in all three Sector BPI portfolios (Carson, Franklin, & McClintock) as the Consumer sector dropped within a whisker of the 30% oversold bullish mark. Now for the Kepler update. As one of the poorer performing portfolios, the asset allocation was altered to be […]
Bethe Portfolio Review: 10 March 2026
Bethe is the conservative asset allocation portfolio scheduled for review today. As I look over the current holdings, I may make a change in the future. One that merits change is to sell QUAL and replace it with SCHD. This switch would increase income and lower the overall portfolio beta. While the war in […]
Millikan Portfolio Review: 16 March 2026
Millikan is a basic asset allocation portfolio. As the portfolio currently stands cash holdings are high. Limit orders are in place but may not be struck immediately as buy prices are well below the current prices. And the delta is now even greater due to the surge this morning. If you are locked out of […]
Bohr Portfolio Update: 17 March 2026
This is a special blog post for two reasons. The new asset allocation for the Bohr is designed to resist the coming recession. Check the low beta value. At the bottom of the page is the most coherent explanation of why current withdrawal requests from private equity companies is placing so much stress on the […]
Einstein Portfolio Review: 24 March 2006
Einstein is the portfolio up for review. Einstein continues to be one of the poorest performing portfolios as the owner is funding graduate education resulting in money moving out of the portfolio at critical times.
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