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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

Copernicus Portfolio Review: 7 June 2023

June 7, 2023 By Lowell Herr

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

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

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Portfolios coming up for review.  Pauling, McClintock, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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