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Team Management

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Recent Posts

  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025

Recent Comments

  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Construction: Where to Begin?
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Selecting Closed-End-Funds
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Dirac Portfolio Review: 4 August 2025

General Investment News

Portfolios coming up for review.  Huygens and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Pauling Asset Allocation Portfolio Update: 28 September 2024
  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Portfolio Summary: 16 January 2023
  • Debunking Dividend Fallacies
  • Millikan Portfolio Review: 25 July 2025
  • Carson Portfolio Review: 1 February 2023
  • Selecting Closed End Funds (CEFs)
  • Rutherford Portfolio Review (Tranche 1): 17 November 2023
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • Closed End Funds (CEFs): 19 May 2025
  • Schrodinger Portfolio Review: 5 June 2025

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