Of the eleven portfolios tracked here at ITA Wealth Management, the Schrodinger is the most passively managed as there have been few trades over the twelve years of operation. At one point I did sell off some iShares and moved over to Vanguard ETFs when Vanguard opened up their stable of ETFs. We do rebalance from time to time and now is one of those times as there is a limit order in place to bring emerging markets back into balance. Dividends over the last few quarters built up to where we need to put that cash to work. The Strategic Asset Allocation (SAA) plan for this portfolio has changed little over the twelve years of operation. The last time we sold shares was in May of 2010.
November 6, 2012 by