Once more it is time to update the highly touted Schrodinger portfolio. This account is a Schwab “Intelligent Portfolio” managed by computer. I think of this style of portfolio as a Robo Advisor portfolio. As an investor interested in setting up such an account, all one needs
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an “Intelligent Portfolio.” It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on
Schrodinger Portfolio Review: 11 April 2025
Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, “Who will manage the family portfolio when I die?” This style portfolio goes by several titles. The general classification is Robo Advisor where the portfolio is managed by
Schrodinger Portfolio Review: 16 May 2025
Since the last review Schwab made a number of changes in the Schrodinger. It is rare for such changes. I suspect Schwab performed some tax harvesting. One change was to add a municipal bond ETF, SCMB. The percentage is so small it will not have much impact on the
Schrodinger Portfolio Review: 5 June 2025
Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance. Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab. All the owner needs to do is save
Schrodinger Portfolio Review: 20 June 2025
Welcome to the Summer of 2025. Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio. Since the last review no changes were made other than to pick up a few dividends. In
Schrodinger Portfolio Review: 22 July 2025
Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market decline. Schrodinger Asset Allocation Below
Schrodinger Portfolio Review: 21 August 2025
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