Huygens is a typical Asset Allocation portfolio that is currently in balance. At this point all the investor needs to do is keep the various asset classes close to target when dividends provide sufficient cash to make the adjustments. Huygens is classified as a passive portfolio as is the Schrodinger. The Huygens is roughly 75% […]
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo Advisor portfolio responds to a draw-down. Schrodinger Asset Allocations Below […]
Einstein Portfolio Review: 30 September 2025
Einstein is an Asset Allocation portfolio that is in a rebuilding phase. As readers will recall, assets from this portfolio were required for educational purposes. Money was withdrawn at a time when the market was moving up so positive growth opportunity was lost. For a young investor this is an important lesson to learn. Many […]
Gauss Asset Allocation Portfolio Review: 8 October 2025
Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market is far overvalued.
Bethe Portfolio Review: 2 October 2025
As with the Einstein portfolio the Bethe is also in the rebuilding phase. Perhaps all portfolios are rebuilding provided new cash is added on a regular basis. Such is the case with the Bethe. Bethe Asset Allocation Holdings Below is the current Asset Allocation for the Bethe. There are a few minor changes in the […]
Copernicus Portfolio Review: 14 October 2025
Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus portfolio. Numerous limit orders are in place […]
Kepler Portfolio Review: 15 October 2025
As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September. Kepler happens to be the only portfolio using Closed-End-Funds. I need to remind readers that the Hawking is also a CEF driven portfolio and appears to be performing better than […]
Schrodinger Portfolio Update: 28 October 2025
Once more we examine what activity, if any, is taking place within the Schrodinger portfolio. For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer. The Schrodinger is housed with Schwab and is designated as an Intelligent Portfolio. Since the last review the only changes is the amount […]
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