Bethe is scheduled for an update this morning. I may have mentioned in a comment that I plan to simplify the Asset Allocation portfolios. More on this in a bit. If you Google building a portfolio using Asset Allocation (AA) you will find a wide array of suggestions. Many are quite useful so one can […]
Schrodinger Portfolio Review: 16 October 2024
Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global Transaction Activities. I highly recommend this software for serious investors. Now for […]
Einstein Asset Allocation Portfolio Review: 18 October 2024
The investment model used by the Einstein takes me back to the 1960s when I was first learning about investing. The no-profit foundation I was part of for over 30 years used these same principles of Asset Allocation (AA). This AA investment model is advocated by William Bernstein and Richard Ferri, to name just two […]
Bohr Asset Allocation Portfolio: 22 October 2024
The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan. This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO. The remaining percentage can be found in VO and VB. These last two ETFs include companies not found in either VTI […]
Kepler Asset Allocation Portfolio Review: 24 October 2024
Kepler is one of several Asset Allocation portfolios using this standard investing model. Like the Einstein, the Kepler was used by the owner to hold assets needed for education. Those withdrawals are over and now it is time to begin adding to the portfolio or at least stabilizing it for future growth. Under the old […]
Pauling Asset Allocation Portfolio Review: 25 October 2024
Pauling is new to the Asset Allocation (AA) model as of April of this year. Moving the portfolio to the AA model is a swing back to my historical investing roots. Portfolios such as this one are built to last or operate successfully for years. Of the number of AA portfolios the Pauling is the […]
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 primarily use Vanguard ETFs as they are inexpensive and do a good job […]
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 Portfolio based on your answers. With the Schrodinger I’ve requested the computers emphasize U.S. Equities and […]
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