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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

  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026
  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Review: 29 January 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Kepler 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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Random Posts

  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • The Feynman Study
  • Hawking Portfolio Review: 1 November, 2024
  • Rutherford Portfolio Review (Tranche 1): 17 November 2023
  • Bullish Percent Indicators: 11 August 2023
  • Darwin Portfolio Review: 1 September 2023
  • Rutherford Portfolio Review (Tranche 3): 14 June 2024
  • Rutherford Portfolio Review (Tranche 1): 9 February 2024
  • Bullish Percent Indicators: 2 February 2024
  • Bohr Portfolio Review: 4 June 2025
  • Pauling Asset Allocation Portfolio Update: 28 September 2024

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