Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance since 12/31/2021 has been excellent. The … [Read More...]
Millikan Portfolio Review: 1 July 2025
While the Millikan portfolio is dated July 1, the information is primarily June data. The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs). As readers will see in a moment, I am deviating from the basic asset allocation … [Read more]
Schrodinger Portfolio Review: 20 June 2025
Welcome to the Summer of 2025. Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio. Since the last review no changes were made other than to pick up a few dividends. In … [Read more]
Carson Sector BPI Portfolio Review: 18 June 2025
Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors. Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU). … [Read more]
Franklin Sector BPI Portfolio Review: 12 June 2025
One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model. While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are … [Read more]
Schrodinger Portfolio Review: 5 June 2025
Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance. Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab. All the owner needs to do is save … [Read more]
Franklin Sector BPI Portfolio Review: 4 June 2025
Franklin is the Sector BPI portfolio up for review. Included in this blog post is evidence of the viability of the Sector BPI investing model. Based on all the uncertainty surrounding the current administration I will be making some slight changes … [Read more]
Bohr Portfolio Review: 4 June 2025
As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio. As a result there is a willingness to give up potential returns during these uncertain times. The on again, off again tariff … [Read more]
Copernicus Portfolio Review: 2 June 2025
While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May. Take that into consideration as you read this update. As followers of this portfolio know, this is a passive portfolio that focuses on … [Read more]
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