The Schrodinger is the one passively managed portfolio among all the portfolios tracked here at ITA Wealth Management. This is a computer managed portfolio, or what I call the experimental Robo Advisor portfolio. With this portfolio I do nothing except invest money. The reason for running this test was to respond to a question, “Who […]
Schrodinger Portfolio: SAA Model
Investors looking for a Strategic Asset Allocation Model (SAAM) need look no further than the Schrodinger, unless you want to put together this type of portfolio on your own. As mentioned before, the Schrodinger is a robo portfolio managed by Schwab. One of my reservations of Schwab “intelligent” portfolios is the excess cash carried in […]
Schrodinger Review: 7 November 2016
When it comes to portfolio management complexities, the passively managed Schrodinger is on the opposite end of the spectrum from the Hawking where options are used. Steady as she goes is the management style of this portfolio. It is possible to simplify even this simple portfolio as I will explain in a moment. But for […]
Schrodinger Portfolio Review: 14 December 2015
There is little to report on the Schrodinger since the last update. In an effort to bring asset classes within the target ranges, a block (100 shares) of DBC was added to Commodities. That asset class is now in balance. Another addition was to add 100 shares of PCY. In the Schrodinger I do not […]
Schrodinger Portfolio: Review Delayed
I am delaying the Schrodinger review until the June statement is available. A number of Trailing Stop Loss Orders (TSLOs) were set for this passively managed portfolio as there are duplicate ETFs due to holdovers from the early days when this portfolio was first established. For example, shares of EEM and EFA, purchased in 2001, […]
Schrodinger Efficient Frontier: 17 March 2015
Based on March 17, 2015 data, below is the Efficient Frontier graph for the Schrodinger portfolio. In addition, I am including the table that shows the recommended percentage to be held in each security and what the current holding actually is. Schrodinger Efficient Frontier: For ITA readers who have not see an Efficient Frontier graph […]
Schrodinger Portfolio Review: 7 November 2014
As the oldest passively managed portfolio, the Schrodinger portfolio takes on particular significance for users of this Strategic Asset Allocation approach. As reader can see below, all asset classes are withing the target ranges, but Developed International Equities needs more shares to bring it closer to target. Both screenshots come from the Dashboard worksheet which […]
Schrodinger Review: A Passive Approach to Investing
Long-time readers know the Schrodinger is the best example on this blog of a passive (index) approach to investing. No cluster analysis is used, but instead this portfolio follows a Strategic Asset Allocation (SAA) plan as shown in the following Dashboard. Schrodinger Dashboard: All asset classes with exception of Commodities (DBC) and Cash are within […]