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You are here: Home / Archives for Robo Advisor

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: 2 January 2025

January 2, 2025 By Lowell Herr Leave a Comment

While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024.  The overall performance is quite strong despite the four percentage point loss in December.  This post of the Schrodinger marks the three-year point of data collection.  Overall, the results

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

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