Data for this review is a week old so I will return to the Schrodinger for an update before December rolls around. I scheduled this post early as I’m stepping away for a few days of travel. Below is the current asset allocation for the Schrodinger, the Robo Advisor portfolio that is managed by computer. […]
Schrodinger Portfolio Review: 1 December 2021
When it comes to ease of review, none take less effort than the Schrodinger portfolio. All I do with this portfolio is see if any ETFs were purchased or sold. If there were transactions I record them in the Investment Account Manager (IAM) software and the Kipling spreadsheet. I highly recommend both software programs for […]
Schrodinger Update: 30 December 2021
Before rolling into 2022 I want to update the Schrodinger as a number of shares were added to this portfolio. Not all year-end dividends are reported, but many were and those dividends were converted into shares in this computer managed portfolio. This is my experimental “do nothing” portfolio as I don’t do anything other than […]
Schrodinger Review: 5 January 2022
Launched with a $5,000 investment on the 31st of July of 2017 the Schrodinger is now seven months from its 5th birthday. This is sufficient time to make some serious evaluations as to whether or not investing with a Robo Advisor makes any sense. The Schrodinger survived the 2020 Covid-19 Crash, even though U.S. Equities […]
Schrodinger Portfolio Review: 4 February 2022
Schrodinger is the portfolio up for review this morning. As long-time readers are aware, the Schrodinger is an Intelligent Portfolio housed at Schwab. I think of it as a Buy-Hold-Rebalance portfolio managed by a computer or computer algorithms. These portfolios are also known as Robo Advisor Portfolios. Regardless of the title, all one does is […]
Schrodinger Report: 11 February 2022
The Schrodinger Report is an update on the condition of this Robo Advisor portfolio. Another term one might use to describe this account is the “Lazy Portfolio” as the owner does nothing except monitor the performance. This is the report for the month of February. Schrodinger Investment Quiver and Recommendations Were the Schrodinger a managed […]
Schrodinger Portfolio Review: 10 March 2022
Schrodinger is the portfolio up for review this morning. This is the “do nothing” portfolio that is housed at Schwab where it is classified as an Intelligent Portfolio. I think of it as a Robo Advisor portfolio that is managed by a computer algorithm. It is a “do nothing” portfolio in the sense that the […]
Schrodinger Portfolio Review: 13 May 2022
The Schrodinger is the Robo Advisor or computer managed portfolio. Schwab calls it an intelligent portfolio. This period of market volatility is an excellent test to see how this Buy-Hold-Rebalance portfolio is performing compared to other investing models used here at ITA. Look for Internal Rate of Return comparisons in a blog I’ll post tomorrow. […]
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