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You are here: Home / Archives for Asset Allocation

Schrodinger Portfolio Review: 26 August 2024

August 26, 2024 By Lowell Herr Leave a Comment

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

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

Schrodinger Intelligent Portfolio Review: 25 July 2024

July 25, 2024 By Lowell Herr Leave a Comment

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

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

Schrodinger Intelligent Portfolio Update: 28 June 2024

June 29, 2024 By Lowell Herr Leave a Comment

Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open.  That is not the case with the Schrodinger as I don’t make the management decisions. 

Filed Under: Schrodinger Portfolio, Asset Allocation, ITA Portfolios, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Pauling Asset Allocation Portfolio Review: 29 May 2024

May 29, 2024 By Lowell Herr Leave a Comment

Pauling is a recent Asset Allocation portfolio as performance has been a disappointment.  Thus the change.  If this Asset Allocation model does not show improvement over the next few months I’ll recommend shifting this portfolio to a Schwab Intelligent Portfolio or a model similar to the Schrodinger. The

Filed Under: Pauling Portfolio, Asset Allocation Tagged With: Asset Allocation, Pauling Portfolio

Schrodinger Portfolio Review: 16 May 2024

May 16, 2024 By Lowell Herr 6 Comments

One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater than $50,000. 

Filed Under: Schrodinger Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Tentative Asset Allocation Model

March 30, 2024 By Lowell Herr 11 Comments

Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and

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

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  William Bernstein answers the question

Filed Under: Portfolio Construction Tagged With: Asset Allocation, Portfolio Construction

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