Stairs Under Construction
This interim update is to clue readers in on a few changes I made in the investment quiver and where the portfolio is after one day of trading. Numerous limit orders are still in place to purchase more shares for nearly all the asset classes.
One not so obvious change is the weighting given to the different asset classes. This revised asset allocation model places more emphasis on U.S. Equity ETFs and less on bonds, gold, and commodities.
Pauling II Revised Investment Quiver and Holdings
To aid in matching up the Maximum Asset Allocation percentage recommendations I added the Out of Balance column. When all the buy and sell orders begin to narrow in on the final results I will try to keep the Out of Balance percentages to +/- 0.5% points. As mentioned before, the asset class that is first in line for attention will be the ETF that is most under the recommended percentage. Currently that would be VWO or Emerging Markets.
Pauling II Manual Risk Adjustments
As the Pauling II currently stands, below are the shares required to bring the portfolio into balance. With the available cash the two ETFs requiring more shares are: VNQI and TIP. VEA should be reduced to 90 shares and the excess put toward VEA and VWO. These hints will give readers ideas to chew on.
Pauling II Asset Allocation Portfolio Launch: 1 April 2024
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Bob P.,
The revised investment quiver is available in this update. Check it out.
Lowell
Readers:
You likely know this already, but if a table appears too small, just use the Command + combination to increase the size of the visible screen. Command – will reduce the visible screen.
Lowell
Lowell That tip much much appreciated. Thx John
Lowell,
Regarding asset Max AA, are you now not using the 3-yr volatility caculation?
Bob W.
Bob W.,
I am using the three-year volatility in the calculation, but I am “tweaking” or weighting the volatility percentage so there is a greater emphasis on the equity ETFs vs. the bond, gold, and treasury ETFs.
Lowell