Robo Advisor Portfolios - ITA Wealth Management Forum

Basic Information On Robo Advisors

Lowell Herr — Sat, 08 May 2021 19:38:36 +0000

Here is a useful link for those interested in using a Robo Advisor to manage part of the family portfolio.

If you don't already know, the Schrodinger portfolio is managed by a Robo Advisor.

Lowell

Bohr Portfolio

Lowell Herr — Sat, 09 Jan 2021 17:10:28 +0000

Since the Bohr portfolio is undergoing a major change, I am interested in how it is performing based on the underlying risk. I've attached a file of the five Risk Ratios and if you are able access the file you will see that Jensen's Alpha is now generating a positive slope.

The idea behind the Bohr is to sell nothing, but to keep the asset classes in balance. Dividends will be used to maintain the asset allocation balance.

I wanted to be able to include the Risk Ratio screenshot, but this Forum section of the blog does not permit including slides within the text. If you cannot access the file, it will be available when the Bohr is next reviewed.

Lowell

PS Physical distance, wear a mask, and wash your hands regularly. Stay safe as we should be out of this pandemic by this time next year.

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Schrodinger Update

Lowell Herr — Sun, 08 Nov 2020 18:04:02 +0000

In addition to updating the Robo Advisor Schrodinger portfolio this week, I will also post information on the Huygens and Galileo. Readers will have access to three different investing models.

The Schrodinger is a computer managed portfolio while the Galileo is a Dual Momentum portfolio. The Huygens is classified as either a Tranche Momentum or Relative Strength model. Take your choice.

Don't miss the Seasonality post that went up on the site this morning.

Lowell

Applying Momentum to Schrodinger

Lowell Herr — Wed, 26 Feb 2020 21:36:29 +0000

Moments ago, after the market closed on 2/26/2020, I ran an analysis on the Schrodinger to see what ETFs fell out of the Buy range. Only U.S. REITs (SCHH) was a Sell. All other holdings in the Schrodinger are still a Buy.

Lowell

Robo Advisor Portfolios

Lowell Herr — Tue, 17 Sep 2019 20:40:41 +0000

Here is the link to an interesting article on Robo Advisor portfolios.

https://www.advisorperspectives.com/articles/2019/09/16/is-your-robo-smarter-than-a-fifth-grader

Lowell