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You are here: Home / Archives for Robo Advisor

Schrodinger Portfolio Update: 17 April 2026

April 17, 2026 By Lowell Herr Leave a Comment

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

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