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You are here: Home / Archives for ITA Portfolios / Huygens Portfolio

Huygens Portfolio Review: 9 February 2023

February 9, 2023 By Lowell Herr

As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting

Filed Under: Huygens Portfolio, Income Tagged With: Huygens Portfolio, Income

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio differs only in that it is carrying a

Filed Under: Huygens Portfolio, Sector BPI Tagged With: Huygens Portfolio, Sector BPI

Huygens Asset Allocation Portfolio Update: 30 May 2024

May 30, 2024 By Lowell Herr Leave a Comment

Huygens is one of three portfolio operating under the Asset Allocation investing model.  The other two are the Pauling and Schrodinger.  The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I move the Huygens to the Asset Allocation model so we need

Filed Under: Huygens Portfolio, Asset Allocation Tagged With: Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 13 September 2024

September 14, 2024 By Lowell Herr 4 Comments

In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio.  The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model. 

Filed Under: Asset Allocation, Huygens Portfolio, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 26 September 2024

September 26, 2024 By Lowell Herr Leave a Comment

As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements.  There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior investing model.  VB and

Filed Under: Huygens Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr Leave a Comment

Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach.  While different asset classes or even different securities might be used, the basic approach is to diversify across the globe.  Readers see this is the plan for the

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

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