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

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

Intelligent Portfolio – Schrodinger: 3 June 2024

June 3, 2024 By Lowell Herr Leave a Comment

Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning.  As a reminder to new readers, the Schrodinger

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

Schrodinger Intelligent Portfolio Update: 28 June 2024

June 29, 2024 By Lowell Herr Leave a Comment

Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open.  That is not the case with the Schrodinger as I don’t make the management decisions. 

Filed Under: Schrodinger Portfolio, Asset Allocation, ITA Portfolios, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Schrodinger Intelligent Portfolio Review: 25 July 2024

July 25, 2024 By Lowell Herr Leave a Comment

This morning the easiest portfolio to manage is up for review.  Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms.  The Schrodinger was set up seven years ago to answer the

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

Schrodinger Portfolio Review: 26 August 2024

August 26, 2024 By Lowell Herr Leave a Comment

Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio.  In this review I will go over the current holdings, performance data, and risks involved.  ITA readers know that I advocate both security diversification as well as portfolio diversification.  In my opinion, every

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

Pauling Asset Allocation Portfolio: 29 August 2024

August 29, 2024 By Lowell Herr 4 Comments

Pauling is one of numerous Asset Allocation (AA) portfolios.  I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio.  I am also returning to the root of my investing instincts.  As a summary, here are the basic

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

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