Iris
Since the last review Schwab made a number of changes in the Schrodinger. It is rare for such changes. I suspect Schwab performed some tax harvesting. One change was to add a municipal bond ETF, SCMB. The percentage is so small it will not have much impact on the overall performance.
Schrodinger Security Holdings
Below is the revised holdings for the Schrodinger. The largest asset class remains large-cap U.S. Equities.
No decisions are required for the Schrodinger as computers at Schwab make all the management calls.
Schrodinger Performance Data
Since early 2022 the Schrodinger continue to outperform all tracked benchmarks. Schrodinger gained ground on the benchmark during this latest market move.
Schrodinger Risk Ratios
The recent rally saw the Schrodinger gain ground on the AOR benchmark. While not a high for the year, the Jensen Alpha is quite strong. We should see the slope of the Jensen Performance Index turn positive next review.
Buffett Indicator & Shiller PE Ratio
Comments are always welcome.
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