Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio. In this review I will go over the current holdings, performance data, and risks involved. ITA readers know that I advocate both security diversification as well as portfolio diversification. In my opinion, every
Bullish Percent Indicators: 23 August 2024
Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data. No recommendations were forthcoming so it was not necessary to fill up the blog with useless data. That changed this week as several sectors moved into the overbought zone requiring some attention to Sector BPI
Copernicus Portfolio Update: 22 August 2024
Copernicus is the portfolio scheduled for review this morning. This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities. The Copernicus is designed for young investors or someone who has at least 10 years of
Bullish Percent Indicators: 9 August 2024
Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information. This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone. With the market rebound after the dramatic draw-down, only Energy remains
Gauss Sector BPI Portfolio Review: 7 August 2024
Gauss is one of five Sector BPI portfolios tracked here on the ITA blog. Launched in December of 2022 we are closing in on two years of data. The initial results look promising, but we still need more oversold and overbought cycles to give this model
Returning To Investing Roots: 5 August 2024
This ITA Wealth Management blog has been chugging along for approximately 16.5 years. Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model. While I loosely used this model
Schrodinger Intelligent Portfolio Review: 25 July 2024
This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven years ago to answer the
Schrodinger Intelligent Portfolio Update: 28 June 2024
Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don’t make the management decisions.
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 43
- Next Page »
You must be logged in to post a comment.