Once more it is time to review or update the Schrodinger portfolio. This Robo Advisor portfolio continues to perform very well despite the large percentage held in cash. Should we experience a major draw-down, it will be interesting to see how the Schwab computers manage this account. Will they begin to invest the cash and […]
Copernicus Portfolio Review: 15 August 2025
The Copernicus follows Warren Buffett’s advice to invest the major port of the portfolio in a low-cost index fund that tracks the S&P 500. Over the last 3.7 years this management approach has paid off very well as readers will see in a moment. The owner of this portfolios adds a few dollars each month […]
Gauss Portfolio Review: 28 April 2025
Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used. SHV is used as a holding basket when cash becomes available. Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current administration will make several mistakes that will have a negative […]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless there is a dire emergency. There are variations to the […]
Copernicus Portfolio Review: 8 November 2024
Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon. The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. Since the portfolio invests only in U.S. Equities the S&P 500 is an appropriate benchmark. The […]
Schrodinger Portfolio Review: 4 November 2024
Schrodinger is a portfolio I continually tout for investors not interested in spending time on their investment portfolio. Schwab does it all using computer algorithms. Answer a few questions, invest your money and Schwab will set up an Intelligent Portfolio based on your answers. With the Schrodinger I’ve requested the computers emphasize U.S. Equities and […]
Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
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 Management, the Schrodinger is by far the easiest to manage. All one […]
Copernicus Portfolio Update: 25 October 2023
Of all the portfolios tracked here on the ITA blog, Copernicus is the easiest to manage, next to the Schrodinger. With the Schrodinger I do nothing except track the results as that portfolio is managed by a computer algorithm at Schwab. The Copernicus is designed to track the broad U.S. Equities market. While I use […]
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