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You are here: Home / Archives for Schrodinger Portfolio

Schrodinger Robo Advisor Portfolio Review: 26 November 2025

November 26, 2025 By Lowell Herr Leave a Comment

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

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

Schrodinger Portfolio Update: 28 October 2025

October 28, 2025 By Lowell Herr 2 Comments

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

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

Schrodinger Portfolio Update: 25 September 2025

September 25, 2025 By Lowell Herr Leave a Comment

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

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

Schrodinger Portfolio Review: 21 August 2025

August 22, 2025 By Lowell Herr Leave a Comment

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

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

Schrodinger Portfolio Review: 22 July 2025

July 23, 2025 By Lowell Herr Leave a Comment

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

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

Schrodinger Portfolio Review: 20 June 2025

June 21, 2025 By Lowell Herr 1 Comment

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

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

Schrodinger Portfolio Review: 5 June 2025

June 6, 2025 By Lowell Herr Leave a Comment

  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

Filed Under: Schrodinger Portfolio, Asset Allocation, Beginning Investors, Passive vs. Active, Portfolio Construction Tagged With: 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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