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

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

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

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

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 […]

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