Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today. This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?” Of the three portfolio investment strategies tracked here at ITA Wealth
Copernicus All Seasons Portfolio Review: 27 March 2023
While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list. Before anyone is overwhelmed with the various management tools,
Schrodinger Portfolio Review: 15 March 2023
One of two reference portfolios is the Schrodinger. The other is the Copernicus. Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well. As for the term
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not have time to spend working