Water is a premium.
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 chart you will see the Schrodinger is 80% equities and 20% bonds and cash.
Cash is a tad high in this review as I see the owner added some new money and Schwab has yet to purchase more ETFs with the new money.
Schrodinger Investment Quiver and Recommendations
The following worksheet out of the Kipling is only shown for reference. I don’t use this to manage the Schrodinger. If I were to use the Kipling, three ETFs are recommended for purchase.
Schrodinger Performance Data
In the following performance data the good news is that the Schrodinger is outpacing the AOA benchmark since 11/30/2020, and by a wide margin. While I compare the Schrodinger with the AOA benchmark, I also use the Schrodinger as a unique benchmark for other ITA portfolios.
As readers of this blog and interested investors, consider setting up an Intelligent Portfolio with Schwab and use the performance of that portfolio with your own portfolios. If you cannot outperform the Intelligent Portfolio, then you better place all your money in the computer managed portfolio.
Schrodinger Risk Ratios
Peruse the data and you see very few values. This speaks well of how consistent the Schrodinger has behaved over the past year. Since we are so early into November, pay more attention to the October values and less to November.
After working with several companies that provide Robo Advisor services, I’ll say that I’m quite pleased with the consistent performance shown by the Schrodinger. This portfolio weathered the 2022 bear market and appears to be positioned to move up once inflation is under control.
Schrodinger Interim Update: 19 October 2022
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