{"id":247052,"date":"2025-05-19T09:42:47","date_gmt":"2025-05-19T09:42:47","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/schrodinger-portfolio-review-16-may-2025\/"},"modified":"2025-05-19T09:42:47","modified_gmt":"2025-05-19T09:42:47","slug":"schrodinger-portfolio-review-16-may-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=247052","title":{"rendered":"Schrodinger Portfolio Review: 16 May 2025"},"content":{"rendered":"


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\"Schrodinger<\/p>\n

Iris<\/em><\/p>\n<\/div>\n

Since the last review Schwab made a number of changes in the Schrodinger.\u00a0 It is rare for such changes.\u00a0 I suspect Schwab performed some tax harvesting.\u00a0 One change was to add a municipal bond ETF, SCMB.\u00a0 The percentage is so small it will not have much impact on the overall performance.<\/p>\n

Schrodinger Security Holdings<\/strong><\/p>\n

Below is the revised holdings for the Schrodinger.\u00a0 The largest asset class remains large-cap U.S. Equities.<\/p>\n

No decisions are required for the Schrodinger as computers at Schwab make all the management calls.<\/p>\n

\"Schrodinger<\/p>\n

Schrodinger Performance Data<\/strong><\/p>\n

Since early 2022 the Schrodinger continue to outperform all tracked benchmarks.\u00a0 Schrodinger gained ground on the benchmark during this latest market move.<\/p>\n

\"Schrodinger<\/p>\n

Schrodinger Risk Ratios<\/strong><\/p>\n

The recent rally saw the Schrodinger gain ground on the AOR benchmark.\u00a0 While not a high for the year, the Jensen Alpha is quite strong. We should see the slope of the Jensen Performance Index turn positive next review.<\/p>\n

\"Schrodinger<\/p>\n

Buffett Indicator & Shiller PE Ratio<\/a><\/p>\n

Comments are always welcome.<\/p>\n

\u00a0<\/p>\n

(Visited 23 times, 6 visits today)<\/p>\n

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Iris Since the last review Schwab made a number of changes in the Schrodinger.\u00a0 It is rare for such changes.\u00a0 I suspect Schwab performed some tax harvesting.\u00a0 One change was to add a municipal bond ETF, SCMB.\u00a0 The percentage is so small it will not have much impact on the overall performance. Schrodinger Security Holdings […]<\/p>\n","protected":false},"author":1,"featured_media":247053,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[9162,3749,52916],"dealstore":[],"offerexpiration":[],"class_list":["post-247052","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-portfolio","tag-review","tag-schrodinger"],"yoast_head":"\nSchrodinger Portfolio Review: 16 May 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=247052\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schrodinger Portfolio Review: 16 May 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Iris Since the last review Schwab made a number of changes in the Schrodinger.\u00a0 It is rare for such changes.\u00a0 I suspect Schwab performed some tax harvesting.\u00a0 One change was to add a municipal bond ETF, SCMB.\u00a0 The percentage is so small it will not have much impact on the overall performance. 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