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 current stock/bond-cash ratio is a rather aggressive […]
Schrodinger Portfolio Update: 28 October 2025
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 last review the only changes is the amount […]
Schrodinger Portfolio Update: 25 September 2025
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 Advisor portfolio responds to a draw-down. Schrodinger Asset Allocations Below […]
Schrodinger Portfolio Review: 21 August 2025
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 manage this account. Will they begin to invest the cash and […]
Schrodinger Portfolio Review: 22 July 2025
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 is the current asset allocation for the […]
Schrodinger Portfolio Review: 20 June 2025
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 the next Schrodinger portfolio review second quarter dividends will appear and the hope […]
Schrodinger Portfolio Review: 5 June 2025
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 and sit back and let the market do its work. All I do […]
Schrodinger Portfolio Review: 11 April 2025
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 computer. Eventually I expect Artificial Intelligence will be or is currently […]
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