The question, "Who will manage the family portfolio when I die?" gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. Performance and cost were the … [Read More...]
McClintock Sector BPI Portfolio Review: 10 September 2025
In case you were unaware, all three Sector BPI portfolios are named after women scientists. All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three … [Read more]
Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
Instead of a complete review of the Gauss portfolio, I am laying out a new and expanded asset allocation model for this account. This new asset allocation plan is global compared to the mini-asset allocation model currently in place. Check the … [Read more]
Carson Sector BPI Portfolio Review: 2 September 2025
September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA. As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the … [Read more]
Schrodinger Portfolio Review: 21 August 2025
Once more it is time to review or update the Schrodinger portfolio. This Robo Advisor portfolio continues to perform very well despite the large percentage held in cash. Should we experience a major draw-down, it will be interesting to see how the … [Read more]
Huygens Portfolio Review: 19 August 2025
Little has changed within the Huygens since the last review. No new money was added and the few dividends are being used to purchase another share of SHV. For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, … [Read more]
Copernicus Portfolio Review: 15 August 2025
The Copernicus follows Warren Buffett's advice to invest the major port of the portfolio in a low-cost index fund that tracks the S&P 500. Over the last 3.7 years this management approach has paid off very well as readers will see in a moment. … [Read more]
Carson Sector BPI Portfolio Review: 7 August 2025
I could have skipped this review as there has not been any action since the last update. This blog will inform readers where the Carson portfolio currently stands and how well the Sector BPI model is working. Carson Security Holdings The bulk of … [Read more]
Dirac Portfolio Review: 4 August 2025
Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday's weakness in the US equity markets - since this portfolio is totally focused on these markets: … [Read more]
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