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You are here: Home / Archives for Schrodinger Portfolio

Schrodinger Portfolio Review: 17 April 2023

April 17, 2023 By Lowell Herr

“Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of achieving your financial goals. Schwab Intelligent Portfolios is an automated investment advisory service that can […]

Filed Under: Schrodinger Portfolio, Asset Allocation, Portfolio Management Tagged With: Schrodinger Portfolio

Schrodinger Robo Advisor Portfolio Update: 29 March 2023

March 29, 2023 By Lowell Herr

  The Schrodinger is a portfolio for all seasons.  Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio.  If one is still working and has little time to spend on portfolio management, the Schrodinger requires zero […]

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

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term reference, I compare all the other portfolios tracked here at ITA with the Schrodinger as […]

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

Schrodinger Portfolio Update: 2 March 2023

March 2, 2023 By Lowell Herr

To open up March Schrodinger is an appropriate portfolio as it is the easiest to manage.  All one needs to do is save.  The owner of the Schrodinger did just that by adding a few dollars last month which in turn caused Schwab’s Robo Computer to add a few shares to several existing holdings. I’m […]

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

Schrodinger Portfolio Review: 10 February 2023

February 10, 2023 By Lowell Herr

The Schrodinger is always a pleasure to update as I don’t need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account.  Schwab refers to these style portfolios as Intelligent Portfolios.  When measured against the other 14 portfolios tracked here at ITA the Schrodinger is […]

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

Schrodinger Portfolio Review: 11 January 2023

January 11, 2023 By Lowell Herr

Looking for a passive portfolio where you do nothing but save?  The Schrodinger is the portfolio for you.  Schwab calls these “Intelligent Portfolios.”  I refer to them as Robo Advisor portfolios as they are managed by computer.  The owner of the Schrodinger does nothing except invest more cash when available.  The Schwab computer performs all […]

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

Schrodinger Update Launching 2023: 2 January 2023

January 2, 2023 By Lowell Herr

The above photo represents 2022 as we put it to rest, but not forgotten.  There are always lessons to be learned from troubled times.  This morning I am updating the Schrodinger as it is my “portfolio reference.”  Since the Schrodinger is a Robo Advisor account and managed by a computer, it is a portfolio used […]

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

Schrodinger Portfolio Review: 4 November 2022

November 4, 2022 By Lowell Herr

Schrodinger is the portfolio up for review this morning.  I always enjoy updating this Robo Advisor account as it managed by computer.  I don’t take responsibility for the ups and downs due to market volatility.  The Schrodinger is one of Schwab’s Intelligent Portfolios, of which they have several varieties. If you check the performance pie […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

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