Back in April I moved the Huygens over to an Asset Allocation management style. Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions. This will reduce taxes in taxable accounts. Huygens is currently overloaded with VTI and VOO. I’m reluctant to sell these […]
Schrodinger Intelligent Portfolio Review: 25 July 2024
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 question: Who Will Manage the Family Portfolio When I Die? […]
Bethe Asset Allocation Portfolio Review: 30 July 2024
Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model. Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires a bit more work. One other significant change is the move […]
Copernicus Portfolio Review: 2 August 2024
Despite the significant selloff of equities, the Copernicus continues to smash the SPY benchmark. Lack of an interest rate cut, unrest in the Middle East, higher unemployment, lower than anticipated jobs report all likely contributed to today’s market drop. Regardless of the reasons, stick with the numbers as they eventually tell the story. As readers […]
Einstein Asset Allocation Portfolio Review: 5 August 2024
Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone. I purchased shares of VCR, VDE, and VGT for several portfolios this morning. And now for the Einstein update. As mentioned in several blogs back, the owner of […]
Pauling Asset Allocation Portfolio Update: 8 August 2024
Pauling is the Asset Allocation portfolio up for review this morning. As one of the poorest performing ITA portfolios over the past two years I made some changes. The big one is a move to an Asset Allocation model which will reduce my workload. Now that treasuries, bonds, real estate and international equities play a […]
Bethe Asset Allocation Portfolio Review: 12 August 2024
Bethe was first launched eight years ago, but not as an Asset Allocation portfolio. This month we begin a new (to the Bethe) investing approach with this portfolio. As we gather data from month to month we will see how this model performs, both on a return and risk basis. Diversification across the globe is […]
Huygens Asset Allocation Portfolio Review: 23 August 2024
Huygens is the Asset Allocation portfolio up for review this morning. While the Huygens is rounding into shape or the various assets are moving toward the recommended balance positions, major price changes, as we have seen over the last week, makes it difficult to keep the asset classes in balance. Later in this blog I’ll […]
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