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You are here: Home / 2022 / November / Archives for 4th

Archives for November 4, 2022

New Carson Launched: 4 November 2022

November 4, 2022 By Lowell Herr

Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The Carson is quite different in that it can be classified as a contrary investing model.  With […]

Filed Under: Carson Portfolio, Portfolio Management Tagged With: Carson

Schrodinger Portfolio Review: 4 November 2022

November 4, 2022 By Lowell Herr

Schrodinger is the portfolio up for review this morning.  I always enjoy updating this Robo Advisor account as it managed by computer.  I don’t take responsibility for the ups and downs due to market volatility.  The Schrodinger is one of Schwab’s Intelligent Portfolios, of which they have several varieties. If you check the performance pie […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

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Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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.

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