Of all the portfolios tracked here on the ITA Wealth Management blog site, the Schrodinger is the most passive. If you are the owner of an Intelligent Portfolio (Schwab definition) then you are well aware of how little attention one needs to pay to a computer managed portfolio. The Schrodinger is such a portfolio. New readers to the ITA blog should pay close attention to the Schrodinger … [Read More...]
Carson Sector BPI Portfolio Review: 7 November 2024
Carson is the Sector BPI portfolio up for review this morning. Carson is the oldest Sector BPI portfolio with two years of data which is still a very short period to come to any significant conclusions as to the viability of any investing model. … [Read more]
Bethe Asset Allocation Portfolio Review: 6 November 2024
Bethe is another Asset Allocation portfolio that is approaching a balanced state. Since there is a 90% overlap in stocks held in VTI and VOO, I placed a Trailing Stop Loss Order of 3% for VTI. Inflation is currently not a problem so a TSLO of 1% is … [Read more]
Einstein Asset Allocation Portfolio Review: 5 November 2024
During this year (2024) several portfolios were shifted to the Asset Allocation investing model in an effort to return to my investing roots. The Einstein is one such portfolio. What I am attempting to do with these portfolios is to get each one … [Read more]
Schrodinger Portfolio Review: 4 November 2024
Schrodinger is a portfolio I continually tout for investors not interested in spending time on their investment portfolio. Schwab does it all using computer algorithms. Answer a few questions, invest your money and Schwab will set up an Intelligent … [Read more]
Hawking Portfolio Review: 1 November, 2024
It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that … [Read more]
Rutherford Portfolio Review (Tranche 3): 1 November 2024
It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) … [Read more]
Huygens Asset Allocation Portfolio Update: 30 October 2024
As mentioned in the last review, this is an update of the Huygens. Huygens is one of nine portfolios built around the investing model of Asset Allocation. The Schrodinger is another such portfolio. With the Huygens, and those I watch over, I … [Read more]
McClintock Sector BPI Portfolio Review: 30 October 2024
Before moving into the review of the McClintock I want to comment on a few of the portfolios tracked here at ITA. While the Schrodinger (computer managed portfolio) is outperforming the S&P 500 as well as the SPY ETF, it is not designed to … [Read more]
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