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 Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week's close despite a … [Read more]
Rutherford Portfolio Review (Tranche 2): 20 December 2024
Mr Powell seems to be the Grinch who stole Christmas and blocked Santa's rally to the 6200 level. Investors did not react well to Mr Powell's statements that there might only be two rate cuts next year and US markets dropped close to 4% following … [Read more]
Copernicus Portfolio Review: 19 December 2024
Keep it simple is the philosophy of the Copernicus portfolio. Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency. Keep cash levels low and expenses to a minimum. One reason for including ESGV as … [Read more]
Rutherford Portfolio Review (Tranche 1): 13 December 2024
Partial Remains of Hadrian's Wall - a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed … [Read more]
Rutherford Portfolio Review (Tranche 4): 6 December 2024
It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US … [Read more]
Copernicus Portfolio Review: 4 December 2024
Next to the Schrodinger the Copernicus is the easiest portfolio to manage as it is an all equity account using VOO and VTI as the primary investment securities. By focusing on equities such as VOO the goal is to keep pace with the S&P 500 index … [Read more]
Schrodinger Portfolio Update: 2 December 2024
November was an excellent month for the Schrodinger as it increased more than 5% during this period. For new readers to the ITA blog, the Schrodinger is based with Schwab and is known as an Intelligent Portfolio. I refer to this type of portfolio … [Read more]
Rutherford Portfolio Review (Tranche 3): 29 November 2024
It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week's close and is sitting at 6032 and … [Read more]
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