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 […]
Rutherford-Darwin Portfolio Review: 15 August 2025
US equity markets remain bullish and at new all-times highs as they test an important potential resistance level at~6450 in the SPX (S&P 500 Index):
Huygens Portfolio Review: 19 August 2025
Little has changed within the Huygens since the last review. No new money was added and the few dividends are being used to purchase another share of SHV. For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, follow along to see how I am rebalancing the Huygens. Main Menu Here are […]
Schrodinger Portfolio Review: 21 August 2025
Once more it is time to review or update the Schrodinger portfolio. This Robo Advisor portfolio continues to perform very well despite the large percentage held in cash. Should we experience a major draw-down, it will be interesting to see how the Schwab computers manage this account. Will they begin to invest the cash and […]
Rutherford-Darwin Portfolio Review: 22 August 2025
In reaction to the Fed’s indication of probable interest rate cuts in September, investors pushed the markets higher on Friday, but the SPX (S&P 500 Index) closed only slightly (~0.25%) higher than last week’s close and was not able to penetrate the ~6450 resistance level and/or reach new highs, and we remain in a sideways […]
Gauss Portfolio Review: 25 August 2025
Gauss is another mini-asset allocation portfolio where only a few ETFs are used to populate the account. In keeping with a “preserve capital” attitude, I have limit orders in place to sell shares of VOO and SCHD. With SCHD I split the sell orders. One order is set to sell approximately one-half the shares at […]
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