{"id":329496,"date":"2025-12-03T17:50:28","date_gmt":"2025-12-03T17:50:28","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/schrodinger-robo-advisor-portfolio-review-26-november-2025\/"},"modified":"2025-12-03T17:50:28","modified_gmt":"2025-12-03T17:50:28","slug":"schrodinger-robo-advisor-portfolio-review-26-november-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=329496","title":{"rendered":"Schrodinger Robo Advisor Portfolio Review: 26 November 2025"},"content":{"rendered":"


\n<\/p>\n

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\"Schrodinger<\/p>\n

Remembering Bennett.<\/em><\/p>\n<\/div>\n

Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an \u201cintelligent portfolio.\u201d\u00a0 This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio.\u00a0 Schrodinger is truly a passive portfolio.<\/p>\n

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

The current stock\/bond-cash ratio is a rather aggressive 80%\/20% set up.\u00a0 As constructed the portfolio throws off a respectable 3% dividend.<\/p>\n

\"Schrodinger<\/p>\n

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

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).<\/p>\n

\"Schrodinger<\/p>\n

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

Looking over the risk trends this past year, how is the Schrodinger performing?\u00a0 While all values are quite high, each of the four are well below where they were a year ago.\u00a0 If we check back to the low April period we see improvement since the tariff announcements.<\/p>\n

\"Schrodinger<\/p>\n

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

(Visited 21 times, 1 visits today)<\/p>\n

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Discover more from ITA Wealth Management<\/h3>\n

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Remembering Bennett. Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an \u201cintelligent portfolio.\u201d\u00a0 This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio.\u00a0 Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The current stock\/bond-cash ratio is a […]<\/p>\n","protected":false},"author":1,"featured_media":329497,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[11014,3894,9162,3749,155709,52916],"dealstore":[],"offerexpiration":[],"class_list":["post-329496","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-advisor","tag-november","tag-portfolio","tag-review","tag-robo","tag-schrodinger"],"yoast_head":"\nSchrodinger Robo Advisor Portfolio Review: 26 November 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=329496\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schrodinger Robo Advisor Portfolio Review: 26 November 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Remembering Bennett. Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an \u201cintelligent portfolio.\u201d\u00a0 This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio.\u00a0 Schrodinger is truly a passive portfolio. 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