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You are here: Home / Archives for Portfolio Management / Passive vs. Active

Schrodinger Portfolio Review: 21 August 2025

August 22, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Passive Portfolio, Schrodinger Portfolio

Copernicus Portfolio Update: 18 September 2025

September 18, 2025 By Lowell Herr Leave a Comment

  The Copernicus has essentially operated as a passive portfolio.  Save and invest in broad market equity ETFs has been the philosophy up to this point.  With an overvalued stock market what is the next move?  I plan to swap SCHD with VYM and

Filed Under: Copernicus Portfolio, ITA Portfolios, Passive vs. Active Tagged With: Copernicus Portfolio, Passive Investing.

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