With this portfolio review of the Copernicus comes a few adjustments. I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each. No plans are in the works to sell off any securities that are over target. Instead, new cash
Archives for March 2025
Millikan Portfolio Review: 20 March 2025
Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement. This portfolio focuses on four ETFs. VOO is our standard ETF to track the S&P 500. SCHG is to add some growth punch while SCHD
Carson Sector BPI Portfolio Review: 19 March 2025
There was snow on the ground when the Carson was last reviewed. Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio. In this volatile market we are testing the proposition that sectors that hit the oversold
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF where VOO fits
Moving Average Convergence/Divergence Indicator (MACD)
Back in the 1970s I learned of Gerald Appel and his Moving Average Convergence Divergence (MACD) technical indicator. Appel published and sold a pamphlet explaining the MACD model and how to calculate it on a Texas Instrument calculator. This was a time just before personal computers
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the Gauss, Millikan, Einstein,
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an “Intelligent Portfolio.” It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on
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