Kepler is the portfolio up for review this morning. Major asset allocation changes are coming to the Kepler for two reasons. 1) The portfolio has been a poor performer. Therefore adjustments are appropriate 2) The new asset allocation model is designed to be somewhat recession resistant. I say “somewhat” as I don’t think there is […]
Gauss Portfolio Update: 22 December 2025
Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments. Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago. In addition to no withdrawals new cash is added from time to time. This method of […]
Bohr Portfolio Review: 23 December 2025
Rebuilding the Bohr portfolio is the primary concern for this account. As readers will soon see, the Bohr is a classic asset allocation portfolio built around U.S. and International Equities. Sprinkled in are a few low volatile ETFs.
Copernicus Portfolio Update: 24 December 2025
Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and small-cap stocks. The “all U.S. […]
Kepler – “Recession Proof” Portfolio: 29 December 2025
Kepler is the portfolio scheduled for review this morning. “Recession Proof” is a misnomer as I am not sure there is any such thing unless one is an option expert, has some luck shorting bear markets, or someone who has access to financial vehicles available only to the very wealthy. The revised asset allocation for […]
Millikan Portfolio Review: 31 December 2025
Happy New Year We end 2025 with a review of the Millikan portfolio. Thus far this portfolio is performing very well and the expectation is that it will continue upward under the revised asset allocation model. This morning I sold all shares of VOO as I no longer desire extensive exposure to mega-cap AI stocks […]
Schrodinger Portfolio Update: 2 January 2026
Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results. As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month. Dollar-cost-averaging is the reason this portfolio is performing so well. […]
Bethe Asset Allocation Portfolio Review: 5 January 2026
During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026. Bethe is one of those portfolios and as readers will see in a moment, the portfolio is positioned well to handle what is coming in 2026. At least […]
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