As one of the two Robo Advisor portfolios, this is a hands-off effort. I don’t do anything with this portfolio other than maintain and track the asset allocation using the Quant IX software, Investment Account Manager (IAM).
Portfolios coming up for review are: Maxwell, Einstein, Pauling, Millikan, and Kepler. If you are a new user, check on 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.