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

Schrodinger Portfolio Review: 6 February 2025

February 6, 2025 By Lowell Herr 8 Comments

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

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

Schrodinger Portfolio Review: 3 March 2025

March 3, 2025 By Lowell Herr 6 Comments

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Robo Advisor, Schrodinger Portfolio

Schrodinger Portfolio Review: 11 April 2025

April 14, 2025 By Lowell Herr 1 Comment

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

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

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Portfolios coming up for review.  Carson, Huygens, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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