Magnesium Bugatti and observer.
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly coming into balance.
I plan to focus on bringing monthly dividend paying ETFs up to target so as to generate more income. That income can then be used to bring ETFs such as VOO and VO back to target.
Huygens Asset Allocation Portfolio
Below is the current asset allocation breakdown of the Huygens portfolio. Over in the far right-hand column readers can see the out-of-balance percentage. Further down this post I will explain how I am moving to bring the asset classes into balance.
Huygens Rebalancing Recommendations
Low volatile ETFs such as BND, BNDX and SHV are all below target. All three throw off monthly dividends so I will work to bring them up to target. Adding shares to these three ETFs will increase the dividends thus making it possible to eventually rebuild VO and VOO.
Huygens Performance Data
Since 12/31/2021 the Huygens has managed to outperform AOR, but only by the slimmest of margins.
In the pie chart there is one unidentified slice. I think this is treasuries, but not positive.
Huygens Risk Ratios
Over the past year the Huygens has made gains, but we need to wait several more months to gain a better understanding how this new asset allocation model works for the Huygens. Jensen has been on a slide since September and this is a concern.
Disclaimer: The ITA blog is an educational site, not one giving financial advice. Observe, learn, and make your own decisions.
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