When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase an ETF now and again when cash became […]
Copernicus Portfolio Review: 2 June 2025
While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May. Take that into consideration as you read this update. As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]
Schrodinger Portfolio Review: 11 April 2025
Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, “Who will manage the family portfolio when I die?” This style portfolio goes by several titles. The general classification is Robo Advisor where the portfolio is managed by computer. Eventually I expect Artificial Intelligence will be or is currently […]
Bohr Asset Allocation Portfolio Review: 4 April 2025
Individual-1’s tariffs are the self-inflicted decisions driving down the market or should I say, markets. Global markets are also taking a major hit. Rather then telling readers what to do, read on and see what I am doing as different portfolios come up for review. This morning I am updating the Bohr portfolio, one of […]
Einstein Asset Allocation Portfolio Review: 2 April 2025
Einstein is up for review this morning. This portfolio sports a simplified asset allocation model in that it holds only four securities and one (SHV) is included primarily as an interest bearing cash holding tank.
Bohr Portfolio Review: 27 January 2025
The most important key to successful investing can be summed up in just two words – asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance. In a few months we will have one year of data with this Asset Allocation investing model. Of […]
Copernicus Portfolio Review: 21 January 2025
“An investment in knowledge pays the best interest.” – Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities. Never sell unless there is an absolute emergency. If one were to simplify the Copernicus I would recommend investing only in VOO. This Exchange […]
Einstein Portfolio Update: 8 January 2025
As we move into 2025 portfolios such as the Einstein will move toward greater simplification. After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data as well as reduction in risk (Jensen Alpha values). The transition will be […]
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