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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

  • Bohr Portfolio Review: 6 May 2025 May 7, 2025
  • Copernicus Portfolio Review: 5 May 2025 May 5, 2025
  • Bullish Percent Indicators: 2 May 2025 May 3, 2025
  • Buffett Indicator & Shiller PE Ratio May 2, 2025
  • Millikan Portfolio Review: 1 May 2025 May 1, 2025
  • McClintock Sector BPI Portfolio Review: 29 April 2025 April 29, 2025
  • Bullish Percent Indicators: 17 April 2025 April 19, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
  • Lowell Herr on Bullish Percent Indicators: 11 April 2025
  • Lowell Herr on Schrodinger Portfolio Review: 3 March 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Stellaluna on Bullish Percent Indicators: 4 April 2025
  • Lowell Herr on Bullish Percent Indicators: 4 April 2025
  • Stellaluna on Bullish Percent Indicators: 4 April 2025
  • Robert Warasila on Bullish Percent Indicators: 4 April 2025
  • Lee Cash on Bullish Percent Indicators: 4 April 2025

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Schrodinger Portfolio Review: 6 February 2025
  • Bullish Percent Indicators: 7 February 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Buffett Indicator & Shiller PE Ratio

General Investment News

Portfolios coming up for review.  Copernicus, Bohr, and Franklin 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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  • Rutherford Portfolio Review (Tranche 2): 30 August 2024
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