Normally I don’t review a portfolio this quickly since the last update, but the owner of the Schrodinger added new money so the portfolio could be tax managed. According to Schwab’s website an Intelligent Portfolio, of which the Schrodinger is an example, must reach a level of $50,000 before it is “tax managed.” The Schrodinger […]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency. Over the past 17 months the Copernicus has been the top performing […]
Huygens Income Portfolio Review: 5 June 2023
Over the next few months watch for possible changes in how the Huygens is managed. I’m less than impressed with the income approach, particularly as there are signs U.S. Equities may be ready for a positive run. This particular portfolio is housed with TD Ameritrade and I was told the transition from TD Ameritrade to […]
Carson Sector BPI Portfolio Review: 3 June 2023
Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning. As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]
Bullish Percent Indicators: 2 June 2023
Friday’s strong market turned out to be a positive injection for the U.S. Equities market. International ETFs benefited as well. This reaction to the debt limit solution is reflected in the first screenshot below. What is somewhat surprising is that approximately 50% of the stocks in the indexes are still bearish. In other words, the […]
Millikan Sector BPI Portfolio Review: 2 June 2023
After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For now, the Millikan has nearly a full complement of Energy (VDE) and a […]
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts Intelligent Portfolios. This portfolio was initially […]
Gauss Sector BPI Portfolio Review: 31 May 2023
Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned in prior Sector BPI portfolio reviews, I’ve tweaked […]
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