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You are here: Home / Archives for ITA Portfolios

Schrodinger Update: 7 October 2013

October 7, 2013 By Lowell Herr

As a passively managed portfolio, the Schrodinger continues to roll along while closely tracking the U.S. and international markets. Schrodinger Dashboard:  Limit orders are still in place to sell off a few shares of VBK in an effort to bring Small-Cap Growth into balance.  Additional shares of DBC will be purchased to bring commodities back […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Schrodinger Portfolio Review: 30 May 2014

May 30, 2014 By Lowell Herr

Here we are at the end of May and the passively managed Schrodinger is up for review.  We last purchased ETFs in March when shares of DBC, RWX, and VEA were added to the portfolio to bring several asset classes back into balance.  Right now Commodities (DBC or DBA) is the only asset class running […]

Filed Under: Passive vs. Active, Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Schrodinger Portfolio Review: 7 November 2014

November 7, 2014 By Lowell Herr

As the oldest passively managed portfolio, the Schrodinger portfolio takes on particular significance for users of this Strategic Asset Allocation approach.  As reader can see below, all asset classes are withing the target ranges, but Developed International Equities needs more shares to bring it closer to target.  Both screenshots come from the Dashboard worksheet which […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Schrodinger Portfolio: Review Delayed

July 1, 2015 By Lowell Herr

I am delaying the Schrodinger review until the June statement is available.  A number of Trailing Stop Loss Orders (TSLOs) were set for this passively managed portfolio as there are duplicate ETFs due to holdovers from the early days when this portfolio was first established.  For example, shares of EEM and EFA, purchased in 2001, […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Dirac Portfolio Review – 31 August 2020

August 31, 2020 By HedgeHunter 8 Comments

I’m reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due.  We’ll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) that are  considered for inclusion in the portfolio: At the present time the portfolio […]

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Sample Carson IRR Comparisons

October 30, 2020 By Lowell Herr 15 Comments

Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios?  I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]

Filed Under: Carson BHS, Carson HA, Carson LRPC, Portfolio Performance Tagged With: Carson Portfolios, Portfolio Performance

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