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You are here: Home / Archives for Schrodinger Portfolio

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr Leave a Comment

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term

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

Schrodinger Portfolio Review: 7 December 2022

December 7, 2022 By Lowell Herr Leave a Comment

  Before moving into the Schrodinger review, keep in mind that 81 years ago today Pearl Harbor was bombed.  Elvis Presley aided in the funding of the USS Arizona Memorial pictured above. And now to the Schrodinger update, a Robo Advisor portfolio or one

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Schrodinger Portfolio Review: 22 August 2022

August 21, 2022 By Lowell Herr 2 Comments

Schrodinger is a portfolio for the busy worker who has either limited time to spend on investing or has no interest in the subject, yet understands the need to plan for the future.  Retirement may be 40 years away.  Now is exactly the time

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

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr 4 Comments

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar Robo Advisor portfolio as a management benchmark.  How are the […]

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Schrodinger Portfolio Update: 9 June 2022

June 9, 2022 By Lowell Herr 1 Comment

Schrodinger is the Robo Advisor portfolio tracked here at ITA.  Several years ago I investigated several Robo Advisors and actually opened up different portfolios for a relative interested in investing, but who wanted a passively managed portfolio.  After testing each advisor for approximately one year, I decided to stick with the Schwab Intelligent Portfolio model […]

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

Schrodinger Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr 2 Comments

The Schrodinger is the Robo Advisor or computer managed portfolio.  Schwab calls it an intelligent portfolio.  This period of market volatility is an excellent test to see how this Buy-Hold-Rebalance portfolio is performing compared to other investing models used here at ITA.  Look for Internal Rate of

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

Schrodinger Portfolio Review: 10 March 2022

March 10, 2022 By Lowell Herr 3 Comments

Schrodinger is the portfolio up for review this morning.  This is the “do nothing” portfolio that is housed at Schwab where it is classified as an Intelligent Portfolio.  I think of it as a Robo Advisor

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

Schrodinger Report: 11 February 2022

February 11, 2022 By Lowell Herr Leave a Comment

The Schrodinger Report is an update on the condition of this Robo Advisor portfolio.  Another term one might use to describe this account is the “Lazy Portfolio” as the owner does nothing except monitor the performance.  This is the

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

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