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...]
Using Rotation Data in an Investment Strategy Model
Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]
Bohr Portfolio Review: 24 August 2022
Bohr is one of the growth-income portfolios that is essentially a passive portfolio. Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio. While the Kipling spreadsheet is used … [Read more]
McClintock Portfolio Review: 16 August 2022
Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing … [Read more]
Millikan Portfolio Review: 8 August 2022
This week three different investing models are scheduled for review. The Millikan, reviewed in this post, is known as a Relative Strength or Relative Momentum portfolio. Later in the week I will update the Copernicus, a strictly U.S. Equity … [Read more]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can … [Read more]
Kepler Portfolio Review: 22 July 2022
Kepler is one of several Relative Strength (RS) or Relative Momentum portfolios. In addition, it continues to be one of the top performing portfolios tracked here at ITA Wealth Management. Of the various investment models, RS models require more … [Read more]
Schrodinger Portfolio Review: 21 July 2022
The often touted Schrodinger is again up for review. I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models. As a result, one can use the Schrodinger or a similar … [Read more]
Bohr Portfolio Review: 21 July 2022
Bohr is one of the easier portfolios to manage once it is set up with Closed-End-Funds. Why is this so? This is a Buy & Hold portfolio were dividends and new cash are used to purchase more shares. The plan is to sell no shares so one-half of … [Read more]
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