Selling shares within the Schrodinger is so rare it merits taking notice. Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB). This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a Robo Advisor portfolio managed by computers at Schwab. The … [Read More...]
Millikan Sector BPI Portfolio Review: 2 June 2023
After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I'll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For … [Read more]
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a "no decision" portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor … [Read more]
Gauss Sector BPI Portfolio Review: 31 May 2023
Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned … [Read more]
Pauling Dual Momentum Portfolio Review: 30 May 2023
Pauling is the Dual Momentum™ portfolio up for review this morning and while the data is current as of 5/26/23, I don't think today's action will alter the recommendation shown in the first screenshot. As mentioned before, the Pauling is on notice … [Read more]
Bethe Portfolio Review: 30 May 2023
Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day. This was a day to decorate graves, particularly of fallen war soldiers. Small towns celebrated the day with a … [Read more]
Tweaking Carson Sector BPI Portfolio: 29 May 2023
As mentioned in the most recent blog post, I'm tweaking the Sector BPI Plus investing model ever so slightly. If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options. As with the Copernicus … [Read more]
Rutherford Portfolio Review (Tranche 5): 26 May 2023
US Equities are still having a problem getting through the resistance zone at ~4200 level - despite the strong performance of techology stocks over the past week. The S&P 500 index (SPX) had a volatile week with a small gain: that keeps US … [Read more]
Copernicus Portfolio Review: 29 May 2023
Copernicus is a Buy & Hold portfolio where the only holdings are U.S. Equities. The philosophy behind the Copernicus is to purchase shares in one of four U.S. Equities ETFs and never sell unless there is an emergency. Thus far this is the top … [Read more]
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