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You are here: Home / 2026 / August / Archives for 14th

Archives for August 14, 2026

Kepler Portfolio Update: 14 August 2026

August 14, 2026 By Lowell Herr Leave a Comment

Kepler is the portfolio scheduled for an update this morning.  The major decision at this point is how to best bring the various asset classes closer to the target percentages.  Within the last few days shares of SCHO and SGOV were added to the Kepler.  VTI is the ETF most out of balance, but I […]

Filed Under: Kepler Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Kepler Portfolio

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