As a passively managed portfolio, the Schrodinger continues to roll along while closely tracking the U.S. and international markets. Schrodinger Dashboard: Limit orders are still in place to sell off a few shares of VBK in an effort to bring Small-Cap Growth into balance. Additional shares of DBC will be purchased to bring commodities back […]
Schrodinger Review: 24 April 2014
Investors managing their portfolios passively will find the following review of interest. Launched back in December of 2000, the Schrodinger has consistently held close to or outperformed the VTSMX benchmark. Despite the bear markets of the early 2000s and 2008, this portfolio manged to always stay ahead of the VFINX (S&P 500). Schrodinger Dashboard: Readers […]
Schrodinger Portfolio Review: 30 May 2014
Here we are at the end of May and the passively managed Schrodinger is up for review. We last purchased ETFs in March when shares of DBC, RWX, and VEA were added to the portfolio to bring several asset classes back into balance. Right now Commodities (DBC or DBA) is the only asset class running […]
Schrodinger Review: A Passive Approach to Investing
Long-time readers know the Schrodinger is the best example on this blog of a passive (index) approach to investing. No cluster analysis is used, but instead this portfolio follows a Strategic Asset Allocation (SAA) plan as shown in the following Dashboard. Schrodinger Dashboard: All asset classes with exception of Commodities (DBC) and Cash are within […]
Schrodinger Portfolio Review: 7 November 2014
As the oldest passively managed portfolio, the Schrodinger portfolio takes on particular significance for users of this Strategic Asset Allocation approach. As reader can see below, all asset classes are withing the target ranges, but Developed International Equities needs more shares to bring it closer to target. Both screenshots come from the Dashboard worksheet which […]
Schrodinger Efficient Frontier: 17 March 2015
Based on March 17, 2015 data, below is the Efficient Frontier graph for the Schrodinger portfolio. In addition, I am including the table that shows the recommended percentage to be held in each security and what the current holding actually is. Schrodinger Efficient Frontier: For ITA readers who have not see an Efficient Frontier graph […]
Schrodinger Portfolio: Review Delayed
I am delaying the Schrodinger review until the June statement is available. A number of Trailing Stop Loss Orders (TSLOs) were set for this passively managed portfolio as there are duplicate ETFs due to holdovers from the early days when this portfolio was first established. For example, shares of EEM and EFA, purchased in 2001, […]
Schrodinger Portfolio Review: 14 December 2015
There is little to report on the Schrodinger since the last update. In an effort to bring asset classes within the target ranges, a block (100 shares) of DBC was added to Commodities. That asset class is now in balance. Another addition was to add 100 shares of PCY. In the Schrodinger I do not […]