As a passively managed portfolio, the Schrodinger continues to roll along while closely tracking the U.S. and international markets.
Schrodinger Dashboard: Limit orders are still in place to sell off a few shares of VBK in an effort to bring Small-Cap Growth into balance. Additional shares of DBC will be purchased to bring commodities back into balance. Otherwise, not changes are planned for this portfolio. This is truly the boring portfolio and we likely would not need to check on it between quarters.
Schrodinger Performance Data: All dividends are recorded in the following performance numbers. While the over all Internal Rate of Return IRR) is not spectacular, neither have any of the indexes performed all that well. The modest IRR values are related to the launch date of this portfolio as it was started near the end of the 1982-2000 bull market.
Of particular significance is the fact that this portfolio is outperforming all indexes and has been leading them for 13 years.