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 […]
Bohr Asset Allocation Portfolio Review: 28 February 2025
Bohr is the final portfolio up for review in February. This portfolio is new to the Asset Allocation investing model so we are looking to the Jensen Performance Index or Jensen Alpha to see if the account is gaining or losing ground to the benchmark. Do to cash limitation it will be several months before […]
Franklin Sector BPI Portfolio Review: 27 February 2025
Franklin is the next to last portfolio to be review in February. Tomorrow I will update the Bohr and then we are into March. Franklin is one of three Sector BPI portfolios. The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector […]
Kepler Asset Allocation Portfolio Review: 26 February 2025
Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model. The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages. Most of the equity asset classes are above target. Infusion of new cash and dividends will be used to build […]
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 […]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless there is a dire emergency. There are variations to the […]
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 […]
Huygens Asset Allocation Portfolio Review: 21 February 2025
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly coming into balance. I plan to focus on bringing monthly dividend […]
Pauling Asset Allocation Portfolio: 21 February 2025
Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe. A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios. Diversification is one of the key ingredients of this portfolio.
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