Schrodinger Portfolio Update: 24 February 2026

Patiently waiting.

We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog.  The Schrodinger has been operating for approximately 8.5 years.  I use a start date of 12/31/2021 in order to compare the performance with much younger portfolios.

Over the past four plus years this computer managed portfolio has performed very well despite the high level of cash Schwab carries in their Intelligent Portfolios.

Schrodinger Asset Allocation Model

Below is the current asset allocation makeup of the Schrodinger.  No additions took place over the past month.  The cash value is currently above 8.0% and I anticipate the computers will add more shares after the first quarter dividends are in.  We are a month away so look for some additions when the Schrodinger is reviewed in April.

Schrodinger Performance Data

Since 12/31/2021 the Schrodinger is outperforming all tracked benchmarks.  Particularly noteworthy is to see this diversified portfolio besting the S&P 500 (SPY).

Schrodinger Risk Ratios

This month the Jensen Performance Index hit a high point for the year.  Keep in mind that any value above zero is considered a winner.

With these results it is easy to recommend investors include an Intelligent Portfolio as part of their overall investing strategy.

Gifting a Grandchild

Copernicus Portfolio Update: 14 December 2025

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