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Schrodinger Robo Advisor Portfolio Review: 23 March 2026

Passive is the name of the game with the Schrodinger portfolio.  This computer managed portfolio is housed at Schwab and is known as an "Intelligent Portfolio."  Thus far it has been quite intelligent. The update of prices are not reflected in the first screenshot below.  The … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Sector BPI

Millikan Portfolio Review: 20 January 2023

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read More...]

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Occam’s Razor and Investing

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This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the … [Read more]

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