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...]
Copernicus Portfolio Review: 22 November 2022
Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management. In addition to the sixteen I track, several more are tracked and managed by Hedgehunter. Copernicus is the highest risk portfolio in that … [Read more]
Millikan Portfolio Review: 15 November 2022
Millikan, one of the several Relative Momentum portfolios, is up for review this morning. This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market … [Read more]
Carson Portfolio Checkup: 12 November 2022
Based on Bullish Percent Indicator data published earlier, a few changes are required for this new and unique portfolio titled Carson. In case you missed it, I merged the dollars from the Carson HA, Carson BHS, into what was the Carson LRPC and … [Read more]
Einstein Portfolio Review: 9 November 2022
Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark. The expectation for RS portfolios is to resist draw-downs, and that has not been the case. Portfolios that … [Read more]
Millikan Portfolio Review: 8 November 2022
The Millikan portfolio is not scheduled for an update until later this month. However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks. When I checked … [Read more]
Hawking Portfolio Review: 4 November, 2022
The Hawking is an "Income" portfolio based on the income generated from Closed-End-Funds (CEFs). Current holdings look like this: … [Read more]
New Carson Launched: 4 November 2022
Welcome to the new Carson portfolio. With the advent of the Carson we add another investing model to our arsenal. With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios. The … [Read more]
Schrodinger Portfolio Review: 4 November 2022
Schrodinger is the portfolio up for review this morning. I always enjoy updating this Robo Advisor account as it managed by computer. I don't take responsibility for the ups and downs due to market volatility. The Schrodinger is one of Schwab's … [Read more]
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