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You are here: Home / Archives for 2025

Archives for 2025

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

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Bullish Percent Indicator: 30 May 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

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

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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