July ends with the update of another “mini” asset allocation portfolio. Gauss brings July to a close. As with similar portfolio structures I am tilting toward income vs. growth until the political environment shows some stability. If and when we observe market weakness, at that time I will make an effort to slowly move […]
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 […]
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 […]
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 […]
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and continue dollar-cost-averaging into equities. Instead of buying at market or setting […]
Einstein Portfolio Update: 23 September 2025
Einstein is the portfolio up for review this morning and it is undergoing extensive asset allocation adjustments. The performance of this portfolio is not up to “snuff” as the owner needed cash for tuition. Rebuilding Einstein is now underway so I expect fresh dollars to be added nearly every month. It is much easier to […]
- « Previous Page
- 1
- …
- 19
- 20
- 21
- 22
- 23
- …
- 30
- Next Page »
You must be logged in to post a comment.