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Gauss Portfolio Review: 2 December 2025
December begins with a review of the Gauss portfolio. As the U.S. Equities market moves higher the probability of a reversion to the mean increases. For that reason readers will see a number of ITA portfolio holding bonds and treasuries, although there is likely no place to hide other than to short the market.
Schrodinger Robo Advisor Portfolio Review: 26 November 2025
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.” This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The current stock/bond-cash ratio is a rather aggressive […]
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? […]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency. Over the past 17 months the Copernicus has been the top performing […]
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