The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts Intelligent Portfolios. This portfolio was initially […]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency. Over the past 17 months the Copernicus has been the top performing […]
Pay Attention to Fees: 8 June 2023
While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a fund cost 8.5%. While those days are long gone, […]
Copernicus Portfolio Update: 28 June 2023
After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below is the current investment quiver and holdings for the Copernicus. I added SHV […]
Schrodinger Portfolio Update: 3 July 2023
The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as it gets. After setting up the portfolio with Schwab (other brokers have similar offerings) all one […]
Copernicus Portfolio Review: 11 July 2023
Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends. Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator. As a growth portfolio June was an excellent month as […]
Copernicus Portfolio Review: 27 July 2023
As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio. It is easy to manage and performance is outstanding. The one reservation I have is that there is no downside protection as this is a buy and hold portfolio. As an owner of this type of portfolio one […]
Schrodinger Portfolio Review: 11 August 2023
Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]
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