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 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 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 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: 18 February 2021 – Robo Advisor Account
While the Schrodinger is an asset allocation portfolio, it is a special type in that the owner does nothing except invest money and specify the stock/bond ratio. If I recall correctly, this portfolio is approximately 70% stocks, 20% bonds, and nearly 10% cash. Check the pie chart below for more specific information. While this robo […]