Of the eleven portfolios tracked here at ITA Wealth Management, the Schrodinger is the classic example of a passively managed account. Trades are few. We last rebalanced international real estate back in February of 2012. Otherwise, all we did was collect dividends this year. Below is the Dashboard or Strategic Asset Allocation plan for the Schrodinger. This allocation is close to what it was back in 2000 when the portfolio was launched. We did add commodities and international REITs since the first launch. We still hold some of the first purchases made in late 2000 and early 2001.
October 2, 2012 by Leave a Comment