Are you looking for a portfolio that requires no decisions? If so, the Schrodinger is for you. This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die? The following analysis of this Robo Advisor portfolio answers this fundamental question. Schwab refers to these computer managed […]
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the case of the Schrodinger, and let their […]
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 Review: 21 December 2023
Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management. All that is required for those interested in the Copernicus is to save and invest in U.S. Equities. Sale of shares will never happen unless there is an emergency. Don’t think of this portfolio […]
Copernicus Portfolio Review: 29 December 2023
To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement. The thesis of the Copernicus is to invest only in U.S. Equities and never sell unless there is a dire emergency. While I use four equity […]
Schrodinger Portfolio Review: 8 January 2024
Schrodinger is an excellent portfolio to review on a Monday as no decisions are required. As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab. These portfolios are sometimes known as Robo Advisor portfolios. The owner of this portfolio does nothing except add new cash when possible. Computers set […]
Copernicus Portfolio Review: 24 January 2024
If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required. Open up a broker account and begin saving. While the Copernicus focuses on four broad index ETFs (VTI, SPY, VOO, and ESGV) one can narrow this to one or two ETFs. VOO […]
Schrodinger Portfolio Review: 1 February 2024
February is here and it is time for the crocus to bloom in Oregon. Early in any given month is an excellent time to review the Schrodinger as no decisions are required. This is a Save & Watch style portfolio that Schwab calls their Intelligent Portfolio model. Schwab currently requires an initial investment of $5,000 […]
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