Pauling is one of numerous Asset Allocation (AA) portfolios. I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio. I am also returning to the root of my investing instincts. As a summary, here are the basic investing models I am using here at […]
Schrodinger Portfolio Review: 26 August 2024
Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio. In this review I will go over the current holdings, performance data, and risks involved. ITA readers know that I advocate both security diversification as well as portfolio diversification. In my opinion, every family should hold an Intelligent Portfolio. If the […]
Bethe Asset Allocation Portfolio Review: 12 August 2024
Bethe was first launched eight years ago, but not as an Asset Allocation portfolio. This month we begin a new (to the Bethe) investing approach with this portfolio. As we gather data from month to month we will see how this model performs, both on a return and risk basis. Diversification across the globe is […]
Einstein Asset Allocation Portfolio Review: 5 August 2024
Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone. I purchased shares of VCR, VDE, and VGT for several portfolios this morning. And now for the Einstein update. As mentioned in several blogs back, the owner of […]
Bethe Asset Allocation Portfolio Review: 30 July 2024
Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model. Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires a bit more work. One other significant change is the move […]
Schrodinger Intelligent Portfolio Review: 25 July 2024
This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven years ago to answer the question: Who Will Manage the Family Portfolio When I Die? […]
Huygens Asset Allocation Portfolio Review: 19 July 2024
Back in April I moved the Huygens over to an Asset Allocation management style. Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions. This will reduce taxes in taxable accounts. Huygens is currently overloaded with VTI and VOO. I’m reluctant to sell these […]
Bohr Portfolio Review: 19 July 2024
Over the next few months the Bohr will follow the management style of the Huygens and Pauling portfolios. There will be slight differences in the percentage allocated to different asset classes, but the asset allocation model will be followed. The owner of the Bohr will need a significant percentage of this portfolio over the next […]
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