Passive is the name of the game with the Schrodinger portfolio. This computer managed portfolio is housed at Schwab and is known as an “Intelligent Portfolio.” Thus far it has been quite intelligent. The update of prices are not reflected in the first screenshot below. The portfolio is valued at over $164,000 and the owner […]
Copernicus Portfolio Review: 11 March 2026
Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM. Yes, there will be overlapping […]
Kepler Portfolio Review: 23 January 2026
Kepler is the portfolio up for review this morning. When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction. I am attempting to “recession proof” this account. When this bull market fever breaks it will be difficult to keep any assets on the positive side with […]
Gauss Portfolio Review: 14 January 2026
Gauss is the portfolio scheduled for an update. The latest asset allocation model is designed to be somewhat recession proof – if such an asset allocation is possible. By recession proof, there are several low volatile ETFs that will throw off dividends so as to keep the various assets close to target.
Schrodinger Portfolio Update: 2 January 2026
Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results. As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month. Dollar-cost-averaging is the reason this portfolio is performing so well. […]
Pauling Portfolio Review: 11 December 2025
Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? “For equal-cap investing, the most prominent ETF ticker is RSP (Invesco S&P 500 Equal Weight ETF), which gives equal weight […]
Copernicus Portfolio Review: 14 November 2025
As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page. There are other YouTube videos also explaining the seven stages that align before a major market draw-down. Since the Copernicus is an equity only portfolio, how should one prepare this account for […]
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and continue dollar-cost-averaging into equities. Instead of buying at market or setting […]
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