ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Passive

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

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 4 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Franklin Portfolio Update: 8 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Millikan Portfolio Review: 20 January 2023
  • Hawking Portfolio Review: 10 May, 2024
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Regression Analysis and The Schwert Effect
  • Bullish Percent Indicators: 23 August 2024
  • Bullish Percent Indicators: 16 February 2024
  • Carson Sector BPI Plus Portfolio Review: 1 May 2023
  • Millikan Sector BPI Portfolio Review: 6 September 2024
  • Bullish Percent Indicators: 2 May 2025
  • Gauss Portfolio Review: 28 May 2025
  • Schrodinger Portfolio Review: 28 August 2023

Log in | Website Design by BOING