Schwab rarely re-balances their Intelligent Portfolios, of which Schrodinger is one.  The computer model called for a few adjustments and these are included in the following review.  Adding shares of MUB is one of the major changes that recently occurred. Long-time readers will recall the Schrodinger was established to answer the question – Who […]

Schrodinger is the passively managed portfolio up for review this morning.  As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account.  On rare occasions the Stock/Bond ratio may be altered, but I don’t think the owner of the portfolio has done this since […]

Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]

The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as it gets.  After setting up the portfolio with Schwab (other brokers have similar offerings) all one […]