Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo
Schrodinger Portfolio Update: 28 October 2025
Once more we examine what activity, if any, is taking place within the Schrodinger portfolio. For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer. The Schrodinger is housed with Schwab and is designated as an Intelligent Portfolio. Since the
Schrodinger Robo Advisor Portfolio Review: 26 November 2025
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.” This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The
Schrodinger Portfolio Review: 29 January 2026
The question, “Who will manage the family portfolio when I die?” gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. Performance and cost were the
Schrodinger Portfolio Update: 24 February 2026
We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog. The Schrodinger has been operating for approximately 8.5 years. I use a start date of 12/31/2021 in order to compare the performance with much
Schrodinger Robo Advisor Portfolio Review: 23 March 2026
Passive is the name of the game with the Schrodinger portfolio. This computer managed portfolio is housed at Schwab and is known as an “Intelligent Portfolio.” Thus far it has been quite intelligent. The update of prices are not reflected in the first screenshot below. The
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings
Schrodinger Portfolio Review: 15 May 2026
Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I’m not going to quibble as the performance since 12/31/2021 has been excellent. The
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