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You are here: Home / Archives for 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 […]

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Schrodinger Interim Update: 19 October 2022

October 20, 2022 By Lowell Herr

Today is not the regular scheduled day to review the Schrodinger.  However, I’m gearing up to post the performance spreadsheet of all ITA portfolios I track on this blog and I use the Schrodinger as a reference since it is a Robo Advisor portfolio and is managed by computers at Schwab.  The Schrodinger acts as […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Schrodinger Portfolio Review: 23 September 2022

September 23, 2022 By Lowell Herr

Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog.  This portfolio was initially established as an answer to the question, “Who Will Manage the Family Portfolio When You Die?”  The answer was, place the money in a Robo Advisor account as the computer makes all the investment decisions. […]

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

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar Robo Advisor portfolio as a management benchmark.  How are the […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

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