{"id":282315,"date":"2025-06-08T22:18:14","date_gmt":"2025-06-08T22:18:14","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/schrodinger-portfolio-review-5-june-2025\/"},"modified":"2025-06-08T22:18:14","modified_gmt":"2025-06-08T22:18:14","slug":"schrodinger-portfolio-review-5-june-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=282315","title":{"rendered":"Schrodinger Portfolio Review: 5 June 2025"},"content":{"rendered":"


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\u00a0<\/p>\n

\"Schrodinger<\/p>\n

Hope Village Tree Planting-the Blue Crew at work.<\/em><\/p>\n<\/div>\n

Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance.\u00a0 Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab.\u00a0 All the owner needs to do is save and sit back and let the market do its work.\u00a0 All I do is keep the transactions updated and that is what is going on this morning with this review.\u00a0 Since the last review no shares were purchased.\u00a0 One new cash deposit showed up plus a dividend from VTEB.\u00a0 Otherwise, no action.<\/p>\n

Schrodinger Asset Allocation Holdings<\/strong><\/p>\n

Below is the current asset allocation for the Schrodinger.<\/p>\n

The stock\/(bond-cash) ratio is approximately 80\/20.\u00a0 When this portfolio was initially set up I recommended the asset allocation focus on U.S. Equities while reducing the percentage allocation to International Equities.\u00a0 It you decide to set up a Robo Advisor account (highly recommended) the asset allocation will likely differ.<\/p>\n

\"Schrodinger<\/p>\n

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

Since 12\/31\/2021 the Schrodinger managed to outperform all benchmarks tracked here at ITA.\u00a0 Not bad for a portfolio that requires zero work or attention.<\/p>\n

If one is setting up a computer managed account I highly recommend adding new money each month so the computer will have ready cash to add shares when there is a market dip.<\/p>\n

\"Schrodinger<\/p>\n

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

All risk ratios are higher than they were a year ago.\u00a0 I see where the Jensen Alpha declined this month, but it is still very early in the month.\u00a0 Should we see a recession in the third or fourth quarter of this year it will be most interesting to see how the Schwab computer handles market volatility.\u00a0 So far there is no response to the market volatility due to tariff uncertainties.\u00a0 It is \u201csteady as she goes.\u201d<\/p>\n

\"Schrodinger<\/p>\n

Pass on the Internet address to family and friends.<\/p>\n

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\u00a0 Hope Village Tree Planting-the Blue Crew at work. Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance.\u00a0 Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab.\u00a0 All the owner needs to do is save and sit back and let […]<\/p>\n","protected":false},"author":1,"featured_media":282316,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[6128,9162,3749,52916],"dealstore":[],"offerexpiration":[],"class_list":["post-282315","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-june","tag-portfolio","tag-review","tag-schrodinger"],"yoast_head":"\nSchrodinger Portfolio Review: 5 June 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=282315\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schrodinger Portfolio Review: 5 June 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"\u00a0 Hope Village Tree Planting-the Blue Crew at work. Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance.\u00a0 Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab.\u00a0 All the owner needs to do is save and sit back and let […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=282315\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-08T22:18:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Hope-Village-Tree-Planting-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1672\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=282315#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=282315\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Schrodinger Portfolio Review: 5 June 2025\",\"datePublished\":\"2025-06-08T22:18:14+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=282315\"},\"wordCount\":341,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=282315#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Hope-Village-Tree-Planting-1.jpg\",\"keywords\":[\"June\",\"Portfolio\",\"review\",\"Schrodinger\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=282315#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=282315\",\"url\":\"https:\/\/fivemor.com\/?p=282315\",\"name\":\"Schrodinger Portfolio Review: 5 June 2025 - 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