Newport Bay Bridge
Data for this review is a week old so I will return to the Schrodinger for an update before December rolls around. I scheduled this post early as I’m stepping away for a few days of travel.
Below is the current asset allocation for the Schrodinger, the Robo Advisor portfolio that is managed by computer. I’m not sure why VOO and VB are included as so few shares make little difference in the performance of the Schrodinger. With this set of assets, the Schrodinger remained flat in September while many of the other ITA portfolios lost between 3% and 5%.
The following Tranche worksheet is included for interest as I do not use the Kipling to manage the Schrodinger. This portfolio is truly a Buy and Hold portfolio. If you want to do nothing, this is the portfolio for you.
Since 11/30/2020 the Schrodinger outperformed the VTHRX benchmark by 10 percentage points. The last benchmark is Vanguard’s Total World Stock Index (VTI).
I must say that I am quite pleased with the performance of the Schrodinger. Month after month this portfolio ranks among the top 30% of the portfolio I track here at ITA. And I do nothing when it comes to managing this portfolio.
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