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You are here: Home / Archives for 2025

Archives for 2025

Darwin Portfolio Review: 3 January 2025

January 6, 2025 By hedgehunter 2 Comments

I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification and reduce overall portfolio volatility. Asset

Filed Under: Darwin Portfolio, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Construction, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025

January 6, 2025 By hedgehunter 1 Comment

Although this post is titled “Rutherford Portfolio Review” it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order

Filed Under: Portfolio Construction, Portfolio Management Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Schrodinger Portfolio Review: 2 January 2025

January 2, 2025 By Lowell Herr Leave a Comment

While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024.  The overall performance is quite strong despite the four percentage point loss in December.  This post of the Schrodinger marks the three-year point of data collection.  Overall, the results

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

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Recent Posts

  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025
  • Millikan Portfolio Review: 25 July 2025 July 28, 2025
  • Selecting Closed-End-Funds July 26, 2025
  • Schrodinger Portfolio Review: 22 July 2025 July 23, 2025
  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025
  • Hawking Portfolio Review: 14 July 2025 July 15, 2025

Recent Comments

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General Investment News

Portfolios coming up for review.  Kepler, Bethe, Einstein, and Gauss 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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