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You are here: Home / 2025 / Archives for March 2025

Archives for March 2025

Copernicus Portfolio Review: 28 March 2025

March 28, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Management Tagged With: Copernicus Portfolio

Millikan Portfolio Review: 20 March 2025

March 20, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Millikan Portfolio

Carson Sector BPI Portfolio Review: 19 March 2025

March 19, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Gauss Portfolio Review: 18 March 2025

March 18, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Gauss Portfolio

Moving Average Convergence/Divergence Indicator (MACD)

March 16, 2025 By Lowell Herr 6 Comments

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

Filed Under: Technical Indicators

Rebalancing Asset Allocation Portfolios: 12 March 2025

March 12, 2025 By Lowell Herr Leave a Comment

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,

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation

Rutherford-Darwin Portfolio Review: 7 March 2025

March 8, 2025 By hedgehunter Leave a Comment

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

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Schrodinger Portfolio Review: 3 March 2025

March 3, 2025 By Lowell Herr 6 Comments

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Robo Advisor, Schrodinger Portfolio

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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