Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I […]
Gauss Portfolio Update: 17 August 2026
Gauss is the Asset Allocation portfolio up for review today. Changes since the last review show a move from holdings in gold to short-term treasuries. The idea is to provide more income in addition to preparing for a possible market correction. A correction is defined as a drawdown of at least 10%. Gauss Security Holdings […]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies. This move may have […]
Millikan Portfolio Review: 20 August 2026
If you are looking for a conservative portfolio look no further than the Millikan. Before digging into the Millikan details, just a word about the above photo. There is an 11 million dollar renovation project under way where we are living and the above gravel truck was interesting in that the operator controlled the boom […]
Bohr Portfolio Update: 28 August 2026
In place of a complete review this blog post will focus in how I am reworking the asset allocation for the Bohr portfolio. This new asset allocation mix is in preparation for a major market draw-down. The focus is to set up a low volatile portfolio that will generate sufficient dividends to keep the different […]
Huygens Portfolio Review: 28 August 2026
Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown. A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below are the current holding for the Huygens. As constructed, this is a very conservative portfolio with a low […]
Schrodinger Portfolio Update: 31 August 2026
Schrodinger is an excellent portfolio to close out the month of August. No new purchases or sales for this Robo Advisor portfolio. The Schwab computers are doing a fine job managing this passive portfolio. I have the Bohr yet to update today. That portfolio does not come close to matching the performance of the Schrodinger. […]
Bethe Portfolio Review: 1 September 2026
Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance. The Bethe is now […]
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