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You are here: Home / Archives for Portfolio Management / Asset Allocation

The Elements of Investing: Part II

March 27, 2021 By Lowell Herr

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic of Active Management.  I find it humorous that Sharpe did not use the word mathematics in […]

Filed Under: Beginning Investors, Asset Allocation, Books, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Books, Critical Material

Bohr Portfolio Review: 5 October 2021

October 5, 2021 By Lowell Herr Leave a Comment

“Don’t look for the needle in the haystack. Just buy the haystack!” — John Bogle Last November I made a major change in the management style for the Bohr portfolio. Actually, two moves took place. 1) The assets were moved to Vanguard and 2) instead of using an active management style, I am now using […]

Filed Under: Bohr Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Bohr Portfolio, Passive vs. Active

Bohr Portfolio Review: 22 October 2021

October 22, 2021 By Lowell Herr Leave a Comment

Bohr was scheduled for a review next week, but since I plan to take a few days off from this blog, here is a quick analysis of a combination income and asset allocation portfolio. The goal with the Bohr is to purchase shares and not sell anything. Or if sold, it should be a rare […]

Filed Under: Bohr Portfolio, Asset Allocation, Income Tagged With: Bohr Portfolio, Income

Schrodinger Portfolio Review: 29 October 2021

October 29, 2021 By Lowell Herr Leave a Comment

Data for this review is a week old so I will return to the Schrodinger for an update before December rolls around. I scheduled this post early as I’m stepping away for a few days of travel. Below is the current asset allocation for the Schrodinger, the Robo Advisor portfolio that is managed by computer. […]

Filed Under: Schrodinger Portfolio, Asset Allocation, Buy-Sell-Hold Model Tagged With: Schrodinger Portfolio

Schrodinger Portfolio Review: 1 December 2021

December 1, 2021 By Lowell Herr Leave a Comment

When it comes to ease of review, none take less effort than the Schrodinger portfolio.  All I do with this portfolio is see if any ETFs were purchased or sold.  If there were transactions I record them in the Investment Account Manager (IAM) software and the Kipling spreadsheet.  I highly recommend both software programs for […]

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active Tagged With: Schrodinger Portfolio

Darwin Portfolio Review: 20 May 2022

May 23, 2022 By HedgeHunter Leave a Comment

The Darwin Portfolio is a “Core” portfolio that uses risk parity allocation to weight holdings in the portfolio. An aggressive 10% volatility is used to calculate the weightings and 25% leverage is allowed. A volatility fund is used to add a little more diversification to the portfolio – although this is not included in the […]

Filed Under: Darwin Portfolio, Asset Allocation, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

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