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

Bohr Portfolio Update: 1 October 2026

October 1, 2026 By Lowell Herr Leave a Comment

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Filed Under: Bohr Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bohr Portfolio, Portfolio Management

Schrodinger Portfolio Update: 2 October 2026

October 2, 2026 By Lowell Herr Leave a Comment

Selling shares within the Schrodinger is so rare it merits taking notice.  Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB).  This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a […]

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

Pauling Portfolio Update: 6 October 2026

October 6, 2026 By Lowell Herr 5 Comments

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

Kepler Portfolio Review: 8 October 2026

October 8, 2026 By Lowell Herr Leave a Comment

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Filed Under: Kepler Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Kepler Portfolio

Gauss Portfolio Update: 12 October 2026

October 12, 2026 By Lowell Herr Leave a Comment

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Filed Under: Gauss Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Gauss Portfolio

Millikan Portfolio Update: 15 October 2026

October 15, 2026 By Lowell Herr Leave a Comment

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Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

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Random Posts

  • Questions To Ask Before You Hire A Professional Money Manager
  • Occam’s Razor and Investing
  • The Feynman Study
  • The Feynman Study: Part 1
  • The Feynman Study: Part 2
  • The Feynman Study: Part 3
  • The Feynman Study: Part 4
  • The Feynman Study: Part 4 (Continued)
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