Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management. In addition to the sixteen I track, several more are tracked and managed by Hedgehunter. Copernicus is the highest risk portfolio in that 100% of the investments focus on U.S. Equities. This is also a portfolio for the […]
Bohr Portfolio Review: 29 November 2022
Bohr is one of two major growth-income portfolios. The other is the Bethe. The growth comes from investing in VTI, VEA, and VWO. The income is generated from numerous Closed-End-Funds (CEFs). In the first screenshot below the CEFs have a light gray background. What to do with all the cash is the major problem as […]
Schrodinger Update Launching 2023: 2 January 2023
The above photo represents 2022 as we put it to rest, but not forgotten. There are always lessons to be learned from troubled times. This morning I am updating the Schrodinger as it is my “portfolio reference.” Since the Schrodinger is a Robo Advisor account and managed by a computer, it is a portfolio used […]
Schrodinger Portfolio Review: 11 January 2023
Looking for a passive portfolio where you do nothing but save? The Schrodinger is the portfolio for you. Schwab calls these “Intelligent Portfolios.” I refer to them as Robo Advisor portfolios as they are managed by computer. The owner of the Schrodinger does nothing except invest more cash when available. The Schwab computer performs all […]
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not have time to spend working with their investments. Dollar cost averaging is […]
Bohr Portfolio Review: 30 January 2023
The Bohr and Bethe are similar portfolios in that they both hold equities for growth and Closed-End-Funds (CEFs) for income. In both accounts they are essentially Buy and Hold portfolios as there is very little trading taking place.
Schrodinger Portfolio Review: 10 February 2023
The Schrodinger is always a pleasure to update as I don’t need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account. Schwab refers to these style portfolios as Intelligent Portfolios. When measured against the other 14 portfolios tracked here at ITA the Schrodinger is […]
Schrodinger Portfolio Update: 2 March 2023
To open up March Schrodinger is an appropriate portfolio as it is the easiest to manage. All one needs to do is save. The owner of the Schrodinger did just that by adding a few dollars last month which in turn caused Schwab’s Robo Computer to add a few shares to several existing holdings. I’m […]
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