Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement. This portfolio focuses on four ETFs. VOO is our standard ETF to track the S&P 500. SCHG is to add some growth punch while SCHD throws off dividends. These dividends […]
Carson Sector BPI Portfolio Review: 19 March 2025
There was snow on the ground when the Carson was last reviewed. Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio. In this volatile market we are testing the proposition that sectors that hit the oversold zone will rebound faster than the broad market as […]
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF where VOO fits the bill. Expense ratio is 3 basis points. A growth ETF […]
Moving Average Convergence/Divergence Indicator (MACD)
Back in the 1970s I learned of Gerald Appel and his Moving Average Convergence Divergence (MACD) technical indicator. Appel published and sold a pamphlet explaining the MACD model and how to calculate it on a Texas Instrument calculator. This was a time just before personal computers became available so we relied on calculators for “complex” […]
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the Gauss, Millikan, Einstein, Bethe, Bohr, etc. In this blog post I […]
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we had been in a consolidation range between 5840 and 6160 for ~4 months and have now broken […]
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an “Intelligent Portfolio.” It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on July 31, 2017 so we are beginning to have […]
Rutherford-Darwin Portfolio Review: 28 February 2025
It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday’s bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for the past ~4 months but are now ouside the upward trend […]
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset classes such as BND, BNDX, and SHV are the dividend paying ETFs I am […]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the past 3 months. Now we might ask whether Wednesday’s high was a triple top […]
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