Once more it is time to update the highly touted Schrodinger portfolio. This account is a Schwab “Intelligent Portfolio” managed by computer. I think of this style of portfolio as a Robo Advisor portfolio. As an investor interested in setting up such an account, all one needs to do is invest the minimum amount of […]
Archives for 2025
Millikan Asset Allocation Portfolio Update: 5 February 2025
The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model. It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71. When in total balance the beta should drop below 0.5 indicating it is a very conservative portfolio. […]
Gauss Asset Allocation Portfolio Review: 5 February 2025
Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process. The following analysis will walk readers through this process of conversion. Gauss Asset Allocation […]
Bethe Portfolio Review: 4 February 2025
With chaos emerging from the “Dunning-Kruger Administration” every day, what should investors be doing with their retirement accounts? A reasonable question. If you are young and are taking the long view, root for the market to decline so you can purchase shares at lower prices. If you are retired and need to live off your […]
Rutherford-Darwin Portfolio Review: 31 January 2025
DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday – but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday’s close. However, we remain in a sideways consolidation zone well within the dominant uptrend channel […]
Franklin Portfolio Review: 31 January 2025
Franklin is the Sector BPI portfolio up for review this last day of January. Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details. Even so, it is a rather simple investing approach to portfolio management. At the bottom of this blog are […]
Huygens Asset Allocation Portfolio Review: 30 January 2025
“The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett Huygens is another asset allocation portfolio that has been using this well-known investment model for a little less than one year. The portfolio is set up to generate nearly three percent in income and that money is […]
Bohr Portfolio Review: 27 January 2025
The most important key to successful investing can be summed up in just two words – asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance. In a few months we will have one year of data with this Asset Allocation investing model. Of […]
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