Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]
Carson Portfolio Review: 1 February 2023
Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]
Gauss Portfolio Review: 31 January 2023
We end the month of January with a review of the Gauss, one of four Sector BPI portfolios. While there are currently four BPI sectors of the market positioned in the over-bought zone, the Gauss holds zero shares in any of these sectors. Technology … [Read more]
Bohr Portfolio Review: 30 January 2023
The Bohr and Bethe are similar portfolios in that they both hold equities for growth and Closed-End-Funds (CEFs) for income. In both accounts they are essentially Buy and Hold portfolios as there is very little trading taking place. … [Read more]
Rutherford Portfolio Review (Tranche 3): 27 January 2023
It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other … [Read more]
Portfolio Performance Comparisons: 28 January 2023
It has been a number of weeks since I last reported on the ITA portfolio performances. Since the last report all portfolios have improved using either return or risk as measuring sticks. Checking the following data table, only two portfolios, … [Read more]
Bullish Percent Indicators: 27 January 2023
"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not … [Read more]
McClintock Portfolio Review: 27 January 2023
McClintock, one of the two Dual Momentum™ portfolios, has been one of the better performers over the years I've used this investing model. Of the seven different styles of investing, Dual Momentum is one of the easier to understand and manage, … [Read more]
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