This is going to be a busy two weeks for portfolio updates as ten accounts are schedule for review. This morning it is time to check in on the Bohr portfolio. As readers can see from the pie chart below, the Bohr is holding nearly the entire portfolio in short-term treasuries (SHV). While this is […]
Bethe Asset Allocation Portfolio Review: 8 September 2025
Readers will note a few changes in the asset allocation for the Bethe. The expansion is in keeping with an equity oriented focus, but allows for a tad more diversity. Caution continues to make sense and that is why the large holding in short-term treasuries (SHV).
Bohr Portfolio Review: 4 September 2025
Bohr is an Asset Allocation portfolio that is in the rebuilding phase as the owner needed cash for personal reasons over this past year. Now that the market is quite high and considered overvalued based on the Shiller and Buffett indicators, excess cash is invested in a short-term treasury. Another 50 shares were purchased this […]
Einstein Portfolio Review: 29 August 2025
The Einstein portfolio is likely the last account to be updated in August. This morning I sold shares of VOO and SCHD and invested in short-term treasuries, SHV. I also place a buy order for a few shares of SCHD at 5% below the current price. As dividends and new cash come in I will […]
Millikan Portfolio Review: 28 August 2025
Lest this sound like a scratched or broken record, the Millikan is another portfolio where I am shifting from equities to a capital preservation short-term treasury, SHV. While the Millikan currently holds shares in SCHD and VOO, I have TSLOs under both securities and if sold the proceeds will be invested in SHV. I am […]
Gauss Portfolio Review: 25 August 2025
Gauss is another mini-asset allocation portfolio where only a few ETFs are used to populate the account. In keeping with a “preserve capital” attitude, I have limit orders in place to sell shares of VOO and SCHD. With SCHD I split the sell orders. One order is set to sell approximately one-half the shares at […]
Pauling Portfolio Review: 6 August 2025
Pauling is another mini-asset allocation portfolios where the number of ETFs populating the portfolio are limited. In anticipation of a slower economy when third and fourth quarter economic reports come out, I’ve concentrated on building up short-term treasuries in a number of portfolios. If managing a family portfolio, my recommendation is to diversify across the […]
Gauss Asset Allocation Portfolio Review: 31 July 2025
July ends with the update of another “mini” asset allocation portfolio. Gauss brings July to a close. As with similar portfolio structures I am tilting toward income vs. growth until the political environment shows some stability. If and when we observe market weakness, at that time I will make an effort to slowly move […]
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