Remembering Bennett.
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.” This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive portfolio.
Schrodinger Asset Allocation Model
The current stock/bond-cash ratio is a rather aggressive 80%/20% set up. As constructed the portfolio throws off a respectable 3% dividend.
Schrodinger Performance Data
Since 12/31/2021 the Schrodinger managed to outperform each of the six benchmarks I track here at ITA using the commercial software program, Investment Account Manager (IAM).
Schrodinger Risk Ratios
Looking over the risk trends this past year, how is the Schrodinger performing? While all values are quite high, each of the four are well below where they were a year ago. If we check back to the low April period we see improvement since the tariff announcements.
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