Pauling is the last portfolio I will be reviewing before the end of the first quarter. The 4th quarter GDP of 2025 was revised to a meager 0.7%. If the first quarter of 2026 comes in with a negative number we may well be on the way to a recession. The Iran war is definitely […]
Bohr Portfolio Update: 17 March 2026
This is a special blog post for two reasons. The new asset allocation for the Bohr is designed to resist the coming recession. Check the low beta value. At the bottom of the page is the most coherent explanation of why current withdrawal requests from private equity companies is placing so much stress on the […]
Millikan Portfolio Review: 16 March 2026
Millikan is a basic asset allocation portfolio. As the portfolio currently stands cash holdings are high. Limit orders are in place but may not be struck immediately as buy prices are well below the current prices. And the delta is now even greater due to the surge this morning. If you are locked out of […]
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 […]
Einstein Recession Resistant Portfolio Review: 27 February 2026
Einstein is the last portfolio to be reviewed in February. The current asset allocation is designed to be recession resistant while still providing some room for capital appreciation. The portfolio is not completely in balance, but should be in another month or so, depending on price changes.
Bethe Portfolio Review: 11 February 2026
Bethe is one of numerous Asset Allocation (AA) investing models tracked and managed here at Investment Trend Analysis (ITA). While the Bethe is not fully in balance, the shares of the different ETFs are making their way toward the target percentages. I had hoped to have all the AA portfolios in balance by the end […]
Gauss Portfolio Update: 5 February 2026
Gauss is another asset allocation portfolio designed to withstand a major draw-down of equities. Trailing Stop Loss Orders (TSLOs) are in place for ETFs such as QUAL and RSP. I recently added VIG to the portfolio so it is not yet up to target. Limit orders are in place to add more shares to […]
Pauling Asset Allocation Portfolio: 4 February 2026
Pauling is another asset allocation portfolio set up to provide some resistance should we experience a correction or worse, a recession. The portfolio is slowly rounding into shape where most of the asset classes are close to their target percentages. The goal is to reinvest new cash deposits and dividends. Assets most under target will […]
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