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Schrodinger Portfolio Review: 15 May 2026

Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds.  Considering this overbought market both additions are somewhat puzzling.  However, I'm not going to quibble as the performance since 12/31/2021 has been excellent.  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]

Sector BPI

Millikan Portfolio Update: 10 January 2023

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are … [Read More...]

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Bullish Percent Indicators: 19 January 2024

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Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]

Bullish Percent Indicators: 12 January 2024

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This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [Read more]

Schrodinger Portfolio Review: 8 January 2024

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Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo … [Read more]

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Portfolios coming up for review.  Schrodinger, Pauling, Einstein and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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