Japanese Larch Branches
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash.
Schrodinger Security Holdings
Below are the current holdings in this Robo Advisor portfolio. As frequently mentioned, the Schrodinger is managed by computers at Schwab. Schwab calls these portfolios, Intelligent Portfolios. Based on performance and risk, this is an intelligent portfolio.
Schrodinger Performance Data
Since 12/31/2021 the Schrodinger has performed very well as it is outperforming all the benchmarks I track. As usual, the most difficult one to beat is the S&P 500 or SPY. The following data comes from the commercial software, Investment Account Manager. Wise investors accurately track portfolio performance and the IAM software is one of the best available.
Schrodinger Risk Ratios
On a risk adjusted basis the Schrodinger is doing an excellent job. Jensen Alpha is close to an all-time high while the Information Ratio is also close to its highest level.
Comments are always welcome. Share this URL with family members and friends.
Disclaimer: This blog site is not financial advice. Rather it is a blog showing real portfolio examples as to how one might go about investing the family portfolio. Numerous portfolio management styles are posted on a regular bases for readers to follow. Make your own judgments and adjust portfolios to fit your risk tolerance level.
Discover more from ITA Wealth Management
Subscribe to get the latest posts sent to your email.
Leave a Comment or Question