Schrodinger is the Robo Advisor portfolio up for review this morning. This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab. Schwab refers to these portfolios as Intelligent Portfolios. … [Read More...]
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF … [Read more]
Moving Average Convergence/Divergence Indicator (MACD)
Back in the 1970s I learned of Gerald Appel and his Moving Average Convergence Divergence (MACD) technical indicator. Appel published and sold a pamphlet explaining the MACD model and how to calculate it on a Texas Instrument calculator. This was a … [Read more]
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the … [Read more]
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we … [Read more]
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an "Intelligent Portfolio." It falls under the general category as a Robo Advisor portfolio. The … [Read more]
Rutherford-Darwin Portfolio Review: 28 February 2025
It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday's bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for … [Read more]
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset … [Read more]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]
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