The answer to the above question of what to do with a sizable infusion of new cash has multiple answers. This blog lays out one path for individuals fortunate enough to be faced with this question. The following plan assumes one does not need this money for living expenses,
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 where the portfolio is managed by
McClintock Sector BPI Portfolio Review: 29 April 2025
McClintock is one of three portfolios managed using the Sector BPI model. The other two are the Carson and Franklin, named after Rachel and Rosalind respectively. During the recent market declines numerous sectors dropped into the oversold zone. In other words, many sectors ended up with 30%
Millikan Portfolio Review: 1 May 2025
Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make casinos a success. Based
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs. Erratic administration behavior
Copernicus Portfolio Review: 5 May 2025
As I write this blog the U.S. Stock Market is attempting to regain early Monday losses. As long-time reader know, the Copernicus is an equities only portfolio. The management model is to save and purchase S&P 500 ETFs. Based on the current administration generated chaos I am moving
Bohr Portfolio Review: 6 May 2025
Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently
Huygens Portfolio Review: 13 May 2025
Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab’s Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security. Most likely the AOR
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