Schrodinger Portfolio Update: September 25, 2025 | ITA Wealth Management

Schrodinger had an excellent August with a return of 3.5% on investments. This computer management portfolio performs very well, as readers will see while they read this blog. If we see a recession in 2026, it will be interesting to see how this Robo advisor portfolio responds to a repayment.

Schrodinger Asset allocations

Below is the asset spreading model for the Schrodinger. At the bottom of the page I include the August update, so that readers can easily compare the shares in each activa class with the number of shares last August. The Schwab computer bought a few shares as cash became available.

The intelligent portfolio of Schwab has between 7.0% and 8.0% in cash and they lend this money with a higher rate than they pay in interest. This is how Schwab offers this portfolio management service for free.

Since the account is greater than $ 50,000, it is also tax administrator.

Schrodinger -Performance data

Regarding performance since 31/12/2021, I can’t complain. It is not a common performance for a computer manager portfolio to perform better than the S&P 500 (Spy) and all other benchmarks that I follow.

Schrodinger -Risic repetitions

In the past year, the Sortino ratio floats around 1.9 that is quite high. The Jensen Alpha is a very high value at 7.23. It has also improved since last January.

The Treynor ratio is the least important of the four statistics.

Although the information ratio is not at its peak, it is also very high and improves it.

The link below is available for readers to compare the current data with information from a month ago.

Schrodinger Portfolio Review: August 21, 2025

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