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You are here: Home / Archives for 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

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: 6 February 2025

February 6, 2025 By Lowell Herr 8 Comments

Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab “Intelligent Portfolio” managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up such an account, all one needs

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

Schrodinger Portfolio Update: 2 December 2024

December 2, 2024 By Lowell Herr 2 Comments

November was an excellent month for the Schrodinger as it increased more than 5% during this period.  For new readers to the ITA blog, the Schrodinger is based with Schwab and is known as an Intelligent Portfolio.  I refer to this type of portfolio as a Robo

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

Schrodinger Portfolio Review: 4 November 2024

November 4, 2024 By Lowell Herr Leave a Comment

Schrodinger is a portfolio I continually tout for investors not interested in spending time on their investment portfolio.  Schwab does it all using computer algorithms.  Answer a few questions, invest your money and Schwab will set up an Intelligent Portfolio based on your answers.  With the Schrodinger I’ve

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

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