Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog.  This portfolio was initially established as an answer to the question, “Who Will Manage the Family Portfolio When You Die?”  The answer was, place the money in a Robo Advisor account as the computer makes all the investment decisions. […]

The above photo represents 2022 as we put it to rest, but not forgotten.  There are always lessons to be learned from troubled times.  This morning I am updating the Schrodinger as it is my “portfolio reference.”  Since the Schrodinger is a Robo Advisor account and managed by a computer, it is a portfolio used […]

Looking for a passive portfolio where you do nothing but save?  The Schrodinger is the portfolio for you.  Schwab calls these “Intelligent Portfolios.”  I refer to them as Robo Advisor portfolios as they are managed by computer.  The owner of the Schrodinger does nothing except invest more cash when available.  The Schwab computer performs all […]

The Schrodinger is always a pleasure to update as I don’t need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account.  Schwab refers to these style portfolios as Intelligent Portfolios.  When measured against the other 14 portfolios tracked here at ITA the Schrodinger is […]