Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I’ve backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a […]
Gauss Portfolio Review: 21 July 2026
Gauss is another ITA portfolio waiting for a major market correction. As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target. There is no hurry to this process until we see a market correction. A market correction is defined […]
Kepler Portfolio Review: 20 July 2026
Kepler and Gauss are the two portfolios up for review this week. Neither are top performers while both are set up to resist the coming market draw-down. This morning I added more shares of SCHO and SGOV to the Kepler. When the August dividends appear I’ll likely add more shares of JEPQ and JEPI to […]
Huygens Portfolio Update: 30 June 2026
Huygens is the asset allocation portfolio scheduled for an update this first day of July. Little action is necessary as the Huygens is rounding into shape as far as bringing the various asset classes into balance.
Millikan Portfolio Review: 29 June 2026
“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]
Financial Repression Portfolio from ChatGPT
I requested ChatGPT create a portfolio using the following parameters. In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an investment portfolio made up of 10 to 12 low cost ETFs. Diversify the portfolio […]
Millikan Portfolio Review: 2 June 2026
The Millikan portfolio is the second of five portfolios to be reviewed and updated this week. Once more the broad equities market is up slightly as I write this blog. As readers will see in the first screenshot, I am patiently waiting for better buying opportunities as this is an overbought market. Millikan Security Holdings […]
Millikan Asset Allocation Portfolio: 6 May 2026
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 blogs on Financial Repression (FR) and look […]
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