As with several other portfolios I don’t intent to be fully invest in all asset classes other than SCHO. Instead of holding cash in a money market I move cash into short-term treasuries (SCHO) where the current interest rate is 4.0%. As dividends come in I will pick up a few shares in income generating […]
Bethe Portfolio Review: 8 May 2026
Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction. In the second screenshot you will see the current portfolio beta is very low. This simply means as currently constructed, the Bethe will move up or down approximately 1/3 […]
Schrodinger Portfolio Review: 15 May 2026
Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I’m not going to quibble as the performance since 12/31/2021 has been excellent. The portfolio is taking a major hit this morning as the market […]
Pauling Portfolio Review: 19 May 2026
Pauling is an asset allocation driven portfolio with leanings toward “recession proof” if there is such an allocation. Seventy percent of the portfolio is currently held in short-term treasuries and this is by design. Should we see a 10% draw-down or what is classified as a correction, I will begin to sell some shares of […]
Einstein Portfolio Review: 20 May 2026
Near the end of this blog post I gave ChatGPT this command or request. “Create a 10 to 15 investment portfolio using ETFs where the portfolio is designed to withstand Financial Repression.” The detailed response is given following this request. The Einstein already holds many of the ETFs recommended in the AI response. If readers […]
Gauss Portfolio Review: 1 June 2026
I gave ChatGPT the following instruction. Below this sentence is the response from this AI source. If you have access to a different AI program, give it the identical instruction and compare the results. When I tried it with Microsoft the feedback would not specify ETFs. Create a diversified portfolio of 12 to 15 low […]
Millikan Portfolio Review: 2 June 2026
The Millikan portfolio is the second of five portfolios to be reviewed and updated this week. Once more the broad equities market is up slightly as I write this blog. As readers will see in the first screenshot, I am patiently waiting for better buying opportunities as this is an overbought market. Millikan Security Holdings […]
Huygens Portfolio Review: 3 June 2026
Huygens is the portfolio up for review this morning. Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement. We know the Shiller CAPE and Buffett Indicator are both showing the market is overvalued. This was also true in 1996, but the market […]
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