Kepler is in the rebuilding phase. In addition, the asset allocation is one of the most conservative of all the ITA portfolios. Three of the “most needed” sectors are part of the Kepler and they are: Health, Utilities, and Consumer Staples. Even in the most difficult financial periods these three ETFs hold stocks that provide […]
Kepler Portfolio Review: 6 March 2006
Before moving into the Kepler update, I set limit orders for VCR in all three Sector BPI portfolios (Carson, Franklin, & McClintock) as the Consumer sector dropped within a whisker of the 30% oversold bullish mark. Now for the Kepler update. As one of the poorer performing portfolios, the asset allocation was altered to be […]
Kepler Simple Asset Allocation Portfolio Review: 2 April 2026
Kepler is in the throws of a major revision in the asset allocation and as a result holds a large percentage of the portfolio in cash. How I plan to reinvest this cash is explained below. Past withdrawals penalized the overall performance. Rebuilding the portfolio will take time, but so I can compare performance with […]
Kepler Asset Allocation Portfolio Review: 30 April 2026
“The Kepler Asset Allocation Portfolio Review as of April 30, 2026, highlights the ongoing impacts of financial repression on investment strategies. In this environment, traditional asset classes exhibit altered risk-return profiles, necessitating a reevaluation of portfolio allocations. As we navigate these challenges, a strategic focus on diversifying assets becomes imperative to optimize performance. Continuous analysis […]
Kepler Portfolio Update: 13 May 2026
Kepler is scheduled for a review later this month, but I moved it up as I am making a few changes. One change occurred this morning as I sold all shares of SHV (expense ratio of 15 basis points) and replaced it with shares of SCHO (expense ratio of 3 basis points) while increasing the […]
Kepler Portfolio Review: 27 May 2006
Kepler is the portfolio up for review this morning. Over the last few months I’ve adjust the asset allocation in preparation for a stock market correction – or worse. One clue is to pay attention to the bond market as it is many times larger than the U.S. Equities market. China and Japan are no […]
Kepler Portfolio Update: 9 June 2026
As mentioned in the last blog this portfolio (Kepler) is designed to protect capital and to provide some resistance should the government employ Financial Repression in an effort to get out from under the 40 trillion dollar debt. If you compare the asset allocation for the Kepler with the recent post you will see a […]
Kepler Portfolio Update: 23 June 2026
Kepler is the portfolio up for review this morning and there are few changes as cash is limited or orders are already in place for purchase. The revised asset allocation model is set up to resist Financial Repression. This is a test portfolio to keep an eye on over the next 2.5 years or until […]
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