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...]
Rutherford-Darwin Portfolio Review: 11 July 2025
After the Independence Day Holiday and the break through the significant 6100 resistance level in the S&P 500 Index (SPX) we waited to see where the markets would go next - but, it was a quiet week, with consolidation around 6250 and a close just … [Read more]
Bohr Portfolio Review: 12 July 2025
When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other … [Read more]
Questions To Ask Your Money Manager
Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years. The neighbor mentioned he has a money manager handle his investments. When I have one of these conversations my mind … [Read more]
Pauling Portfolio Review: 11 July 2025
Pauling is one of several portfolios that lag their benchmark. When this is the case I go to the Risk Ratios to see the direction of the growth or regression. In which direction is the portfolio moving with respect to the broad equities market? … [Read more]
Dirac Portfolio Review: 3 July 2025
Over the past 18 months I have not had the time to decide how to manage the money that has been sitting in the Dirac Portfolio. This was to be a re-build portfolio project based on using an “Income” model, similar to the Hawking Portfolio, but … [Read more]
Copernicus Portfolio Review: 3 July 2025
When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing … [Read more]
Rutherford-Darwin Portfolio Review: 3 July 2025
In another short week for trading, US Equities (SPX) continued their climb to new highs and closed the week ~2.2% higher than last week's close: … [Read more]
Millikan Portfolio Review: 1 July 2025
While the Millikan portfolio is dated July 1, the information is primarily June data. The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs). As readers will see in a moment, I am deviating from the basic asset allocation … [Read more]
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