I know there are a number of Platinum members who are Schwab clients. Currently, there are three ITA portfolios using Schwab as the discount broker. These portfolios and the specific management models are:
- Schrodinger: This portfolio is managed using the Strategic Asset Allocation Model (SAAM). Keep in mind this Schrodinger is a new portfolio and different from the Schrodinger that actually goes back to late 2000.
- Millikan: One of the new portfolios, this Dual Momentum Model began around the middle of September 2017.
- Pauling: This new portfolio is managed using the Tranche Momentum Model.
I hope to launch a fourth portfolio within Schwab before the end of the year. More information on this later.