When it comes to portfolio management complexities, the passively managed Schrodinger is on the opposite end of the spectrum from the Hawking where options are used. Steady as she goes is the management style of this portfolio. It is possible to simplify even this simple portfolio as I will explain in a moment. But for […]
Schrodinger Portfolio: Review Delayed
I am delaying the Schrodinger review until the June statement is available. A number of Trailing Stop Loss Orders (TSLOs) were set for this passively managed portfolio as there are duplicate ETFs due to holdovers from the early days when this portfolio was first established. For example, shares of EEM and EFA, purchased in 2001, […]
Schrodinger Portfolio Review: 7 November 2014
As the oldest passively managed portfolio, the Schrodinger portfolio takes on particular significance for users of this Strategic Asset Allocation approach. As reader can see below, all asset classes are withing the target ranges, but Developed International Equities needs more shares to bring it closer to target. Both screenshots come from the Dashboard worksheet which […]
Schrodinger Portfolio Review: 30 May 2014
Here we are at the end of May and the passively managed Schrodinger is up for review. We last purchased ETFs in March when shares of DBC, RWX, and VEA were added to the portfolio to bring several asset classes back into balance. Right now Commodities (DBC or DBA) is the only asset class running […]
Schrodinger Update: 7 October 2013
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 […]