No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV.
Darwin Portfolio Review: 7 November 2025
US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week’s close:
Gauss Asset Allocation Portfolio Review: 7 November 2025
Gauss is another portfolio using the Asset Allocation Model of investing. This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog. We may be near the beginning of a market correction if not worse. I thought the correction (down at least […]
Huygens Portfolio Review: 27 October 2025
Huygens is a traditional asset allocation portfolio that has a global diversification. Dividends and new cash additions are used to keep the various assets in balance. As readers will see, the Huygens current needs some rebalancing as will be shown below.
Bohr Portfolio Review: 17 October 2025
With the U.S. Equities stock market at or near all-time highs, what to do with new cash or even how to work with a static portfolio is a question many investors are asking? This week I was asked what is holding the Stock market at these high levels. Not an easy question to answer. There […]
Gauss Asset Allocation Portfolio Review: 8 October 2025
Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market is far overvalued.
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo Advisor portfolio responds to a draw-down. Schrodinger Asset Allocations Below […]
Gauss Asset Allocation Portfolio Review: 17 September 2025
Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below.
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