Schrodinger is the portfolio that answers the question, “Who Will Manage the Family Portfolio When I Die?” This portfolio is called an Intelligent Portfolio by Schwab. It is managed by computer using the principles of Asset Allocation. To set up such a portfolio an investor needs to answer a few questions so the computer can […]
Einstein Portfolio Review: 25 July 2023
Einstein is the growth portfolio up for review this morning. I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly. Therefore, I’ll skip directly to the security recommendations worksheet and omit the investment quiver worksheet.
Pauling Portfolio Review: 24 July 2023
Pauling is the portfolio scheduled for an update this morning. Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model. Yes, there is plenty of overlap among the equity offerings so the investment quiver could be paired down to fewer offerings.
Franklin Portfolio Review: 21 July 2023
Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day. Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning. When I last checked, the Franklin was the poorest performing Sector BPI portfolio and […]
Bullish Percent Indicators: 21 July 2023
While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100. There were also a few changes in sectors of the market and I’ll get into that in a moment. Overall, the equities market continues to be driven by large-cap stocks, although […]
Bohr Portfolio Review: 21 July 2023
Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I’m shifting toward a growth oriented portfolio. The goal is to move the return performance closer to that achieved by the Copernicus and Schrodinger portfolios.
Charitable Contributions Using Tax-Deferred Account
When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate. In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense than writing a check on a taxable account or from a checking account. Here is an […]
Millikan Sector BPI Update: 20 July 2023
Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio. As a relatively new investing model the Sector BPI approach is still operating under the microscope. Consider this model is still operating in the hypothesis stage of development. Thus far the results […]
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