Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM.
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
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs.
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings
Copernicus Portfolio Update: 27 April 2026
The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I’ve deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However,
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