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...]
Huygens Asset Allocation Portfolio Review: 13 March 2025
"The most important key to successful investing can be summed up in just two words-asset allocation." - Michael Leboeuf Huygens is the portfolio on tap for an update this morning. This is one of the first portfolios to finally … [Read more]
Pauling Asset Allocation Portfolio Review: 12 March 2025
Pauling is an Asset Allocation style portfolio converging on one year of operating under this investing model. Over the past 3.25 years the results have been disappointing. As the portfolio reaches the point where all asset classes are in balance, … [Read more]
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the … [Read more]
Einstein Asset Allocation Portfolio Update: 11 March 2025
Einstein is one of the lower performing portfolios, one of the reasons for moving the management style over to the Asset Allocation model. We are coming up on one year of this management model change. The improvement is gradual, but visible as … [Read more]
McClintock Sector BPI Portfolio Review: 10 March 2025
"Don't look for the needle in the haystack. Just buy the haystack!" — John Bogle McClintock was not schedule for a review this early in the month. However, the move of Technology into the oversold zone requires attention. Thus the update … [Read more]
Franklin Sector BPI Portfolio Review: 7 March 2025
"Markets can remain irrational a lot longer than you and I can remain solvent." - John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning. Technology joins the … [Read more]
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we had been in a consolidation range between 5840 and 6160 … [Read more]
Bullish Percent Indicators: 7 March 2025
The last Bullish Percent Indicator data was published a month ago. At that time Energy, Health, and Materials were part of the Sector BPI portfolios. This week we add Technology to the oversold group. If cash is required to populate Technology I … [Read more]
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