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You are here: Home / Archives for Portfolio Management / Passive vs. Active

Schrodinger Portfolio Review: 11 April 2025

April 14, 2025 By Lowell Herr 1 Comment

Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, “Who will manage the family portfolio when I die?”  This style portfolio goes by several titles.  The general classification is Robo Advisor where the portfolio is managed by

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Passive Investing., Schrodinger Portfolio

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make casinos a success. Based

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Risk Management Tagged With: Asset Allocation, Millikan Portfolio

Copernicus Portfolio Review: 5 May 2025

May 5, 2025 By Lowell Herr Leave a Comment

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.  As long-time reader know, the Copernicus is an equities only portfolio.  The management model is to save and purchase S&P 500 ETFs.  Based on the current administration generated chaos I am moving

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Management Tagged With: Copernicus Portfolio

Huygens Portfolio Review: 13 May 2025

May 14, 2025 By Lowell Herr Leave a Comment

Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model.  The other is the computer managed Schrodinger or Schwab’s Intelligent Portfolio.  Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security.  Most likely the AOR

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Huygens Portfolio, Portfolio Construction

Schrodinger Portfolio Review: 16 May 2025

May 16, 2025 By Lowell Herr 1 Comment

Since the last review Schwab made a number of changes in the Schrodinger.  It is rare for such changes.  I suspect Schwab performed some tax harvesting.  One change was to add a municipal bond ETF, SCMB.  The percentage is so small it will not have much impact on the

Filed Under: Asset Allocation, Passive vs. Active, Portfolio Management, Schrodinger Portfolio

Gauss Portfolio Review: 28 May 2025

May 28, 2025 By Lowell Herr Leave a Comment

Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words – Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO)

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Gauss Portfolio

Copernicus Portfolio Review: 2 June 2025

June 2, 2025 By Lowell Herr Leave a Comment

While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May.  Take that into consideration as you read this update.  As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Copernicus Portfolio, Passive Investing.

Bohr Portfolio Review: 4 June 2025

June 4, 2025 By Lowell Herr Leave a Comment

As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.  As a result there is a willingness to give up potential returns during these uncertain times.  The on again, off again tariff battle is an anathema to business

Filed Under: Bohr Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Bohr Portfolio

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