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 […]
Schrodinger Portfolio Review: 26 July 2023
Schrodinger is the portfolio that answers the question, “Who Will Manage the Family Portfolio When I Die?” This portfolio is called an Intelligent Portfolio by Schwab. It is managed by computer using the principles of Asset Allocation. To set up such a portfolio an investor needs to answer a few questions so the computer can […]
Schrodinger Portfolio Update: 3 July 2023
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 […]
Schrodinger Portfolio Review: 21 June 2023
Schrodinger is the easiest portfolio to both manage and review. There is little to do except save as all the investing is done by the Schwab computers. Since the last review the owner of this portfolio added cash and that money was allocated to the different ETFs based on the asset allocation algorithm specified by […]
Schrodinger Computer Manage Portfolio Update: 7 June 2023
Normally I don’t review a portfolio this quickly since the last update, but the owner of the Schrodinger added new money so the portfolio could be tax managed. According to Schwab’s website an Intelligent Portfolio, of which the Schrodinger is an example, must reach a level of $50,000 before it is “tax managed.” The Schrodinger […]
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts Intelligent Portfolios. This portfolio was initially […]
Schrodinger Portfolio Review: 22 May 2023
Schrodinger is a small test portfolio I started for a friend a number of years ago to answer the question, “Who will manage the family portfolio when I die?” It is not unusual for one member of a family to handle the finances – at least the investment side of the finances. The Schrodinger classifies […]
Schrodinger Portfolio Review: 4 May 2023
It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month. Go to this link and toggle back and forth between this morning’s investment quiver and last month to see the difference. The three new additions are: PRF, PRFZ, and PXF. Only one share of each […]
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