Kepler is the portfolio up for review this morning. When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction. I am attempting to “recession proof” this account. When this bull market fever breaks it will be difficult to keep any assets on the positive side with […]
Bohr Portfolio Review: 20 January 2026
Before delving into the Bohr review, let me remind readers to register as a Guest (free) if you wish to see all blog posts such as this one. After registering as a Guest wait for me to upgrade you to the Platinum level. Now into the Bohr update. If you have been following this portfolio […]
Gauss Portfolio Review: 14 January 2026
Gauss is the portfolio scheduled for an update. The latest asset allocation model is designed to be somewhat recession proof – if such an asset allocation is possible. By recession proof, there are several low volatile ETFs that will throw off dividends so as to keep the various assets close to target.
Millikan Portfolio Review: 13 January 2026
Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan Asset Allocation Model Below is the current asset allocation model for the Millikan. […]
Pauling Portfolio Update: 12 January 2026
Pauling is the first of five portfolios to be reviewed this week. We have several asset allocation models and one Sector BPI portfolio to update. This week will provide readers with several different investing models to examine and evaluate.
Huygens Asset Allocation Portfolio Review: 6 January 2026
Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages.
Bethe Asset Allocation Portfolio Review: 5 January 2026
During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026. Bethe is one of those portfolios and as readers will see in a moment, the portfolio is positioned well to handle what is coming in 2026. At least […]
Schrodinger Portfolio Update: 2 January 2026
Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results. As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month. Dollar-cost-averaging is the reason this portfolio is performing so well. […]
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