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You are here: Home / Archives for 2025

Archives for 2025

Rebalancing Asset Allocation Portfolios: 12 March 2025

March 12, 2025 By Lowell Herr Leave a Comment

If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio.  If you are not completely sure what an AA portfolio looks like follow portfolios such as the Gauss, Millikan, Einstein,

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation

Rutherford-Darwin Portfolio Review: 7 March 2025

March 8, 2025 By hedgehunter Leave a Comment

It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Schrodinger Portfolio Review: 3 March 2025

March 3, 2025 By Lowell Herr 6 Comments

We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab.  The Schrodinger is known by Schwab as an “Intelligent Portfolio.”  It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on

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

Rutherford-Darwin Portfolio Review: 28 February 2025

March 2, 2025 By hedgehunter Leave a Comment

It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday’s bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for the

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bethe Asset Allocation Portfolio Review: 25 February 2025

February 25, 2025 By Lowell Herr 2 Comments

Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance.  Asset classes that are far above their target percentages are for sale while lower volatility asset

Filed Under: Bethe Portfolio, Asset Allocation, Passive vs. Active Tagged With: Bethe Portfolio

Rutherford-Darwin Portfolio Review: 21 February 2025

February 24, 2025 By hedgehunter Leave a Comment

After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the past

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Gauss Asset Allocation Portfolio Review: 19 February 2025

February 19, 2025 By Lowell Herr Leave a Comment

Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model.  This will reduce workload as well as shift investments toward a more conservative asset allocation.  As with the Millikan portfolio, update posted yesterday, the Gauss is

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Gauss Portfolio

Rutherford-Darwin Portfolio Review: 14 February 2025

February 16, 2025 By hedgehunter 7 Comments

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

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  • Pauling Asset Allocation Portfolio Review: 16 October 2025 September 16, 2025
  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
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  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
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  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
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Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, 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.

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