Pauling is the last portfolio I will be reviewing before the end of the first quarter. The 4th quarter GDP of 2025 was revised to a meager 0.7%. If the first quarter of 2026 comes in with a negative number we may well be on the way to a recession. The Iran war is definitely […]
Kepler Simple Asset Allocation Portfolio Review: 2 April 2026
Kepler is in the throws of a major revision in the asset allocation and as a result holds a large percentage of the portfolio in cash. How I plan to reinvest this cash is explained below. Past withdrawals penalized the overall performance. Rebuilding the portfolio will take time, but so I can compare performance with […]
Gauss Asset Allocation Portfolio Update: 3 April 2026
Gauss holds a similar set of ETFs as the Kepler. In addition to securities found in the Kepler, three recession resistant ETFs are added. They are: Consumer Staples (VDC), Health (VHT) and Utilities (VPU). As with the Kepler I will wait for the SHV April dividends to be declared before selling shares and then placing […]
Copernicus Portfolio Review: 6 April 2026
We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I’ll update the Copernicus, an “all equity” portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years ahead. Many saving years might be defined as greater than 10 years […]
Huygens Portfolio Review: 7 April 2026
Huygens is undergoing some minor asset allocation adjustments as I substituted a few “straight” equity ETFs with dividend oriented ETFs. The portfolio holds a considerable percentage in cash. Numerous limit orders are in place to use up all this cash. I am in no hurry to go on a buying spree with the Huygens as […]
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs. I am not holding bonds in the Millikan as it is less important […]
Bethe Portfolio Review: 9 April 2026
Bethe is the second portfolio to be reviewed today. Like the Millikan, the Bethe is holding a significant percentage in cash as the current equities market is overvalued or overbought. At this point I am in a waiting game to see what might trigger a market correction or worse.
Bohr Asset Allocation Portfolio Update: 10 April 2026
Bohr is an asset allocation portfolio that has consistently lagged all possible benchmarks. Assets were withdrawn at a critical period and this impacted performance. The owner is now in the rebuilding process and this new asset allocation model should improve performance going forward.
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