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...]
Rutherford-Darwin Portfolio Review – 10 January 2025
I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the … [Read more]
Kahneman-Tversky Portfolio Review: 8 January 2025
At the end of every year (at least) I take a look at my portfolios and ask myself the question - "Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?" (for example). As we see in many … [Read more]
Hawking Portfolio Review: 8 January, 2025
Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield - or over $1,000 per month "income" … [Read more]
Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into … [Read more]
2025: A Year To Simplify
Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios. Those that will remain unchanged, at least for now, are: Copernicus, Schrodinger, and Carson. Each of these three portfolios uses a … [Read more]
Darwin Portfolio Review: 3 January 2025
I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
Although this post is titled "Rutherford Portfolio Review" it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order … [Read more]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point … [Read more]
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