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You are here: Home / Archives for ITA Portfolios / Schrodinger Portfolio

Schrodinger Review: 5 January 2022

January 5, 2022 By Lowell Herr

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

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

Schrodinger Portfolio Review: 4 February 2022

February 4, 2022 By Lowell Herr 3 Comments

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

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

Schrodinger Report: 11 February 2022

February 11, 2022 By Lowell Herr Leave a Comment

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

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Schrodinger Portfolio Review: 10 March 2022

March 10, 2022 By Lowell Herr 3 Comments

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

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Schrodinger Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr 2 Comments

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

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Schrodinger Portfolio Update: 9 June 2022

June 9, 2022 By Lowell Herr 1 Comment

Schrodinger is the Robo Advisor portfolio tracked here at ITA.  Several years ago I investigated several Robo Advisors and actually opened up different portfolios for a relative interested in investing, but who wanted a passively managed portfolio.  After testing each advisor for approximately one year, I decided to stick with the Schwab Intelligent Portfolio model […]

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Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr 4 Comments

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar Robo Advisor portfolio as a management benchmark.  How are the […]

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Schrodinger Portfolio Review: 22 August 2022

August 21, 2022 By Lowell Herr 2 Comments

Schrodinger is a portfolio for the busy worker who has either limited time to spend on investing or has no interest in the subject, yet understands the need to plan for the future.  Retirement may be 40 years away.  Now is exactly the time

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

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