Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, “Who will manage the family portfolio when I die?” This style portfolio goes by several titles. The general classification is Robo Advisor where the portfolio is managed by
Bullish Percent Indicators: 11 April 2025
Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data. For those not familiar with BPI graphs, it is an entirely different way to plot price movements of stocks, ETFs,
What Should I Do If I Sell My House or Come Into An Inheritance?
The answer to the above question of what to do with a sizable infusion of new cash has multiple answers. This blog lays out one path for individuals fortunate enough to be faced with this question. The following plan assumes one does not need this money for living expenses,
Huygens Asset Allocation Portfolio Review: 11 April 2025
Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach. While different asset classes or even different securities might be used, the basic approach is to diversify across the globe. Readers see this is the plan for the
Carson Portfolio Update: 10 April 2025
The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge. This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such
Franklin Portfolio Update: 8 April 2025
Stay the course. Stick with the investment plan. That is the advice I am following with the Franklin Sector BPI portfolio in this update. Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone. Today’s strong market
Bullish Percent Indicators: 4 April 2025
“Democracy is the theory that the common people know what they want, and deserve to get it good and hard.” – H. L. Menckken In all the years I’ve been tracking the Bullish Percent Indicators (BPI), as shown below, I never witnessed such a precipitous drop in prices as we
Copernicus Portfolio Review: 28 March 2025
With this portfolio review of the Copernicus comes a few adjustments. I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each. No plans are in the works to sell off any securities that are over target. Instead, new cash
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 50
- Next Page »
You must be logged in to post a comment.