Celebrating Canby Community
Schrodinger is an excellent portfolio to close out the month of August. No new purchases or sales for this Robo Advisor portfolio. The Schwab computers are doing a fine job managing this passive portfolio.
I have the Bohr yet to update today. That portfolio does not come close to matching the performance of the Schrodinger.
Schrodinger Asset Allocation
Below are the current holdings in the Schrodinger. This has not see changes in several months. It is rare to witness purchases and even rarer to see sales.
Schrodinger Performance Data
Since 12/31/2021 the Schrodinger has topped all benchmarks tracked here at ITA. Purchases made in the 2022 down year are now paying off.
Schrodinger Risk Ratios
All risk ratios are holding steady or improving slightly. The slope of the Jensen Alpha is a very strong 0.10.
There is little to add to this excellent performing portfolio. Comments are always welcome.
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