The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as
Archives for July 2023
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current
Sector BPI Update: 30 June 2023
This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data
Rutherford Portfolio Review (Tranche 1): 30 June 2023
After a pullback to test support at ~4300, US equities bounced to finish the week strongly, closing at the top boundary of the 1 SD uptend channel: Should the trend continue there does not seem to be serious
Bullish Percent Indicators: 30 June 2023
We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish. The “Misery Index” stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New
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