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You are here: Home / Archives for 2026

Archives for 2026

Darwin 2026: 2 January 2026

January 4, 2026 By hedgehunter Leave a Comment

I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have

Filed Under: Critical Material, Darwin Portfolio, Portfolio Management Tagged With: Critical Material, Darwin Portfolio, Portfolio Management

Schrodinger Portfolio Update: 2 January 2026

January 2, 2026 By Lowell Herr Leave a Comment

Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results.  As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month. 

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

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Recent Posts

  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025
  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025
  • Gauss Portfolio Update: 22 December 2025 December 22, 2025
  • Kepler Portfolio Update: 19 December 2025 December 19, 2025

Recent Comments

  • Len Suelter on Gifting a Grandchild
  • Lowell Herr on Gifting a Grandchild
  • Robert Warasila on Gifting a Grandchild
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Selecting Closed End Funds (CEFs)
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Hawking Portfolio Review: 3 October, 2025

General Investment News

Portfolios coming up for review.  Huygens, Einstein 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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