Schrodinger Review

Schrodinger Portfolio Update

The Schrodinger is one of the long-running portfolios I track.  This portfolio was built over ten years ago using almost exclusively iShares, the ETFs of choice at that time.  The few stocks ever held in this portfolio were temporary additions with exception of one REIT stock that no longer exists.  Other than carrying too much cash and the under target situation for Small-Cap Growth, this portfolio is in good shape.  I just lowered the Threshold from 30% down to 25% and still all the remaining asset classes remained within the target ranges.

Platinum members will see the performance numbers in the second screen shot.

Premium membership available for a mere $5.00 per month.  Membership cost is donated to financing businesses through MEDA Trust.

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