Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes. The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to counter the high probability of financial repression. Read the
Gauss Portfolio Review: 29 April 2026
Yesterday the U.S. Equities market took quite a hit. This morning stocks are down again. What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market? Check out this YouTube video. If the video does not start at the beginning,
Copernicus Portfolio Update: 27 April 2026
The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I’ve deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However,
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs.
Gauss Portfolio Review: 5 March 2026
Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in […]
Schrodinger Portfolio Review: 29 January 2026
The question, “Who will manage the family portfolio when I die?” gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. Performance and cost were the
Millikan Portfolio Review: 27 January 2026
The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot
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