Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]
Dirac Portfolio Review: 8 January 2025
I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score … [Read more]
Rutherford-Darwin Portfolio Review: 25 April 2025
It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week's close: … [Read more]
Carson Sector BPI Portfolio Review: 22 April 2025
Five sectors are still positioned in the oversold zone when I checked early this morning. I'll identify these sectors later on in the rebalancing section. The Carson currently holds at least one share in 10 of the 11 sectors. The hope is that a … [Read more]
Bohr Asset Allocation Portfolio Review: 21 April 2025
U.S. Equities are taking another huge hit as I write this blog. Due to holding a high percentage in short-term treasuries and a dividend oriented ETF, the Bohr is tempering the draw-down. Nevertheless, the tariff debacle is ripping into 401(k) … [Read more]
Bullish Percent Indicators: 17 April 2025
Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary. Tariff uncertainty is roiling the markets to where updating is meaningful. The two tables below … [Read more]
Rutherford-Darwin Portfolio Review: 17 April 2025
It was a "relatively" quiet week in the US equity markets ahead of the holiday weekend with the SPX (S&P 500 Index) closing down ~1.5% from last Friday's close: … [Read more]
Bethe Asset Allocation Portfolio Review: 16 April 2025
Bethe is a portfolio managed using a simplified version of the Asset Allocation (AA) model. It is much too early to know how this truncated AA model will work during volatile markets. As readers will see in a moment, I am holding a much larger … [Read more]
Schrodinger Portfolio Review: 11 April 2025
Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, "Who will manage the family portfolio when I die?" This style portfolio goes by several titles. The general classification is Robo Advisor … [Read more]
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