Huygens Asset Allocation Portfolio Review: 6 January 2026

Church located in the “Ghost Town” of Chesterfield, Idaho

Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages.

Huygens Asset Allocation Portfolio

I see where I have some errors in the Strategic or Max AA column.  Those will be straightened out by the next review which will occur later this month.  The percentages for SHV and USMV need to be reversed.

Huygens Rebalancing Recommendations

Limit orders are in place to bring the various ETFs or asset classes into balance.

Huygens Performance Data

Since 12/31/2021 or four years of data show the Huygens trailing the AOR benchmark.  For some reason the data for VT is in error.

Huygens Risk Ratios

One positive note is that the slope of the Jensen Performance Index turned positive.  On a risk adjusted basis the Jensen is positive despite trailing AOR.

This is a short review as I should have more information when the Huygens is next updated.

Comments are always welcome.