Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don’t make the management decisions. Buy and sell decisions are determined by computer […]
Intelligent Portfolio – Schrodinger: 3 June 2024
Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning. As a reminder to new readers, the Schrodinger is managed by computer at Schwab. There is no […]
Schrodinger Portfolio Review: 16 May 2024
One of my favorite portfolios, the Schrodinger, is scheduled for review this morning. Why is it a favorite? 1) It is easy to manage as there is nothing to do but save. 2) Performance is excellent. 3) It is tax efficient if the account is greater than $50,000. 4) Risk is moderate. 5) Cost is […]
Schrodinger Portfolio Update: 3 May 2024
Schwab rebalanced the Schrodinger a few days ago which motivated this review. For new readers, the Schrodinger is a Robo Advisor portfolio or one managed by computer. The investor does absolutely nothing other than set up an Intelligent Portfolio with Schwab and then save as much as you can as early as you can. Computers […]
Schrodinger Portfolio Review: 15 April 2024
Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning. Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the market. The Schrodinger is housed and managed by computers at Schwab. There is zero cost […]
Schrodinger Portfolio Review: 13 March 2024
“Performance data represents past performance, and may not reflect future investment returns.” – U.S. Securities and Exchange Commission Schwab’s Intelligent Portfolio, Schrodinger, is up for review this morning. Almost no action took place over the past month, likely due to the cash holding not exceeding 8.0%. Is this sizable percentage in cash holding down performance? […]
Schrodinger Portfolio Review: 1 March 2024
Schrodinger is a “do nothing” portfolio in the sense that it is on automatic pilot after it is set up with Schwab. This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed for diversification. Schwab calls these portfolios, “Intelligent Portfolios.” The Schrodinger stock/bond ratio […]
Schrodinger Portfolio Review: 1 February 2024
February is here and it is time for the crocus to bloom in Oregon. Early in any given month is an excellent time to review the Schrodinger as no decisions are required. This is a Save & Watch style portfolio that Schwab calls their Intelligent Portfolio model. Schwab currently requires an initial investment of $5,000 […]
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