Schrodinger is a Robo Advisor account or what Schwab calls an Intelligent Portfolio. Managed by computer algorithms, this is simply a report as no decisions are required. The portfolio is on automatic pilot. Since the portfolio is greater than $50,000 it qualifies to be tax managed. I highly recommend a family have at least […]
Huygens Asset Allocation Portfolio Review: 26 September 2024
As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements. There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior investing model. VB and VTI are two equity ETFs that are out of balance on the high […]
Gauss Sector BPI Portfolio Review: 25 September 2024
ITA readers using the Sector BPI investing model take note. Energy (VDE) continues in the oversold zone so it is a Buy. Sectors overbought are: Discretionary (VCR), Staples (VDC), Financial (VFH), Health (VHT), Industrial (VIS), Utilities (VPU), and Real Estate (VNQ). Keep in mind there is a difference between the Point and Figure (PnF) graphs […]
Bohr Asset Allocation Portfolio Review: 24 September 2024
Bohr is the asset allocation portfolio up for review this morning. As we approach the end of the third quarter, I have a question. Do any readers know if Schwab adjusts the price on a limit order when a dividend is pending? TD Ameritrade made such adjustments on limit orders, but I recall something from […]
Rutherford Portfolio Review (Tranche 1): 20 September 2024
On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one defines a low pivot point/level): Compared to the […]
Franklin Sector BPI Portfolio Review: 19 September 2024
This morning I am reviewing one of five Sector BPI portfolios, the Franklin. The Franklin has been using the Sector BPI model for nearly two years so we are beginning to gain some respect for the results. Portfolios using the Sector BPI model are not for everyone as it requires more attention than many investors […]
Bethe Asset Allocation Portfolio Review: 18 September 2024
Bethe is another Asset Allocation model portfolio similar to the Kepler and Einstein, two portfolio recently reviewed. In the case of the Bethe, it is outperforming the AOR benchmark. Just a short word about investment books. Simply put, there are not many that are of use to investors. William Bernstein, Richard Ferri, Larry Swedroe, Burton […]
Kepler Asset Allocation Portfolio Review: 17 September 2024
Yesterday I updated the Einstein, a portfolio very similar to the Kepler to be reviewed in this blog post. Both portfolios were recently switched to the Asset Allocation model and as such both portfolios need special attention when it comes to rebalancing. As readers can see in the first screenshot, the Kepler is heavy in […]
Einstein Asset Allocation Portfolio Update: 16 September 2023
Einstein is undergoing major changes. 1) The investing model is transitioning over to the Asset Allocation model. 2) Funds were withdrawn for educational and personal expenses. 3) The asset allocation was adjusted to follow the David Swensen suggestions. More on this later. With all these changes it will be several months before we see how […]
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model. If wishing more information as […]
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