Millikan is one of several Asset Allocation portfolios, but with a narrowly defined set of securities. Currently I am playing it safe as this is an over-heated market. Playing it safe means that I am overloading the portfolio using the short-term treasury SHV. Should the market decline I will slowly move back into VOO and […]
Copernicus Portfolio Review: 1 August 2025
I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday’s selloff had on this equity oriented portfolio. Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market. I expect this to continue into next week. Political uncertainty, threats to institutions, and the […]
Pauling Portfolio Review: 6 August 2025
Pauling is another mini-asset allocation portfolios where the number of ETFs populating the portfolio are limited. In anticipation of a slower economy when third and fourth quarter economic reports come out, I’ve concentrated on building up short-term treasuries in a number of portfolios. If managing a family portfolio, my recommendation is to diversify across the […]
Kepler CEF Portfolio Review: 12 August 2025
Kepler recently experienced changes in the portfolio makeup. I moved the Kepler to Closed-End-Funds (CEFs) in an experiment to see how well this investing model might work going forward. The Kepler is one of the poorest performing portfolios so it made sense to make a change. In this post I will explain how I go […]
Bohr Portfolio Review: 13 August 2025
Bohr is another mini-asset allocation portfolio where only a few index ETFs are used to populate the portfolio. Cash was needed for personal reasons so this account is in a state of flux and will need to be rebuilt over the coming months.
Copernicus Portfolio Review: 15 August 2025
The Copernicus follows Warren Buffett’s advice to invest the major port of the portfolio in a low-cost index fund that tracks the S&P 500. Over the last 3.7 years this management approach has paid off very well as readers will see in a moment. The owner of this portfolios adds a few dollars each month […]
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio to watch over the next several quarters. Shares of […]
Bohr Portfolio Review: 15 September 2025
This is going to be a busy two weeks for portfolio updates as ten accounts are schedule for review. This morning it is time to check in on the Bohr portfolio. As readers can see from the pie chart below, the Bohr is holding nearly the entire portfolio in short-term treasuries (SHV). While this is […]
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