Schrodinger Portfolio Review: August 21, 2025 | ITA Wealth Management

Again it is time to assess or update the Schrodinger portfolio. This Robo advisor portfolio continues to perform very well despite the large percentage that is being kept in cash. If we experience a large decrease, it will be interesting to see how the Schwab computers manage this account. Will they start investing the money and, if so, which activa classes will be selected for purchase?

Schrodinger Asset Allocation Model

Below is the current make -up of the assets allocation of the Schrodinger. Keep in mind that I have asked Schwab to play international investments and concentrate on US shares. Moreover, the portfolio is rather aggressive because the shares/(bond cash) ratio is approximately 80/20. Check the pie chart below for the demolition of activity location.

Schrodinger -Performance data

The Schrodinger has performed very well since 31/12/2021. As readers can see that the Schrodinger performs better than all the benchmarks that I follow with the help of the software for investment account manager.

Schrodinger -Risic repetitions

In the past year, the Schrodinger will hold on to when the risk comes in the comparison. The Jensen Alpha remained in black all year round. As a well -diversified portfolio, the performance tends to follow the broad market. The low point in April is reflected in the graph, so that the portfolio is not immune for market movements.

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