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...]
Bohr Portfolio Review: 25 October 2022
Bohr is the portfolio scheduled for review this morning. This is a combination growth-income style portfolio where the income is primarily generated by Closed-End-Funds, much as you find in the Hawking and Huygens portfolios. The first move when … [Read more]
McClintock Portfolio Review: 21 October 2022
McClintock is the Dual Momentum™ portfolio scheduled for review today. As one of the top performing ITA portfolios and current holdings in SCHP and BND, no changes are needed based on current recommendations. When one of the DM portfolios comes up … [Read more]
Schrodinger Interim Update: 19 October 2022
Today is not the regular scheduled day to review the Schrodinger. However, I'm gearing up to post the performance spreadsheet of all ITA portfolios I track on this blog and I use the Schrodinger as a reference since it is a Robo Advisor portfolio … [Read more]
Copernicus Portfolio Review: 19 October 2022
Copernicus is the portfolio on the dock for updating this morning. While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices. This is what the young investor needs to … [Read more]
Millikan Portfolio Review: 14 October 2022
Having just returned from the Oregon Coast, I'm a tad behind in blog posts. The Millikan was due to be posted earlier on Friday. No harm done as the limit orders can be set at any time. The Millikan is a Relative Momentum style portfolio and I … [Read more]
On1 Photo RAW Hints: 6 October 2022
For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available. I recently canceled my subscription to Adobe as I found I was using Lightroom less and less. If you love … [Read more]
Checking Up On McClintock: 5 October 2022
Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the … [Read more]
Just Received My First Paycheck
I'm 25 years old and I just received my first paycheck. What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth … [Read more]
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