Once more it is time to update the highly touted Schrodinger portfolio. This account is a Schwab “Intelligent Portfolio” managed by computer. I think of this style of portfolio as a Robo Advisor portfolio. As an investor interested in setting up such an account, all one needs
Kepler Portfolio Review: 13 February 2025
Kepler is the small portfolio up for review this morning. The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror. As readers will see in the following update, this portfolio is finally coming
Gauss Asset Allocation Portfolio Review: 19 February 2025
Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model. This will reduce workload as well as shift investments toward a more conservative asset allocation. As with the Millikan portfolio, update posted yesterday, the Gauss is
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an “Intelligent Portfolio.” It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF where VOO fits
Millikan Portfolio Review: 20 March 2025
Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement. This portfolio focuses on four ETFs. VOO is our standard ETF to track the S&P 500. SCHG is to add some growth punch while SCHD
Copernicus Portfolio Review: 28 March 2025
With this portfolio review of the Copernicus comes a few adjustments. I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each. No plans are in the works to sell off any securities that are over target. Instead, new cash
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