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Schrodinger Portfolio Update: 2 October 2026

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...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Kepler Asset Allocation Portfolio Review: 14 November 2024

  Thanksgiving greetings to Canadians, U.S, readers, and to all those around the world who celebrate Thanksgiving sometime in November. And now to the Kepler update.  This portfolio has been lagging the benchmark for a few years so I moved it over to the Asset Allocation model this spring with the hope a more diversified portfolio will begin to improve the returns while controlling risk.  … [Read More...]

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Activities This Week

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This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review.  If the market continues its volatile ways, and I expect it will, I'll update a few other portfolios to make sure they are set properly for what is likely to … [Read more]

Investment Policy Statement: February 2022

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The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing "[An … [Read more]

The True Cost of Management Fees

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Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts.  Regardless, it is time to go through the mathematics of management fees.  Let's walk through an … [Read more]

Photography: Grass Valley Church

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Readers who appreciate photography may enjoy viewing and comparing images of an abandoned church in Grass Valley, Oregon.  Above is the original image as it came out of a Canon full-frame camera.  No adjustments were made with this photo and as you … [Read more]

Happy New Year – 2022

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Happy New Year In addition to wishing everyone a Happy New Year, this is a test to see if this post is received by everyone classified as a Subscriber.  All registered users are now so classified. If you prefer not to receive notifications of … [Read more]

Asset Allocation and Market Factors

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Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, … [Read more]

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