If you have been reading this blog and/or following the appointment of the new FED Chairman you are aware of the potential or possibility of how the United States will work its way out of the 39 Trillion dollar debt – and growing at an alarming rate. The four ways to reduce the national debt […]
Bethe Portfolio Review: 9 April 2026
Bethe is the second portfolio to be reviewed today. Like the Millikan, the Bethe is holding a significant percentage in cash as the current equities market is overvalued or overbought. At this point I am in a waiting game to see what might trigger a market correction or worse.
Copernicus Portfolio Update: 24 December 2025
Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and small-cap stocks. The “all U.S. […]
Copernicus Portfolio Update: 14 December 2025
Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead. Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least one portfolio. While the target percentages will vary from investor […]
Bethe Asset Allocation Portfolio Update: 4 November 2025
Bethe is the portfolio up for review this morning. This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning. Is this the draw-down we have expected for months or only a momentary pause? To be determined over the next several months. As readers will see, I am taking […]
Finding Suitable Closed-End-Funds (CEFs)
In a few weeks I will be updating the Kepler, a portfolio populated by closed-end-funds. Which CEFs to choose for inclusion continues to be a source of frustration. This week I’ve been using ChatGPT as a source of help in selecting CEFs. Today I asked ChatGPT to create a portfolio of 30 closed-end-funds where the […]
Portfolio Construction: Where to Begin?
This week I received a phone call seeking basic investment help. This blog post is written in response to that call. There are a few basic principles to investing and I’ve written about them on this blog for nearly 18 years. Here is the link to two very basic principles. Rule #1 There is no […]
Bohr Portfolio Review: 13 August 2025
Bohr is another mini-asset allocation portfolio where only a few index ETFs are used to populate the portfolio. Cash was needed for personal reasons so this account is in a state of flux and will need to be rebuilt over the coming months.
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