Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and International Bonds, Developed International Equities, Emerging Market Equities, Domestic and International Real Estate, and Treasuries. The […]
Huygens Asset Allocation Portfolio Review: 11 October 2024
Huygens is one of several portfolios using the Asset Allocation investing model. If interested in learning more about this approach to investing, check out this website. With only six plus months of using AA the Huygens is rounding into operation form. The various asset classes are slowly coming into balance.
Copernicus Portfolio Review: 14 October 2024
This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings. High risk is defined as investing only in equities (stocks) while shunning bonds and treasuries. Readers would be hard pressed to find a financial […]
Schrodinger Portfolio Review: 16 October 2024
Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global Transaction Activities. I highly recommend this software for serious investors. Now for […]
Einstein Asset Allocation Portfolio Review: 18 October 2024
The investment model used by the Einstein takes me back to the 1960s when I was first learning about investing. The no-profit foundation I was part of for over 30 years used these same principles of Asset Allocation (AA). This AA investment model is advocated by William Bernstein and Richard Ferri, to name just two […]
Bohr Asset Allocation Portfolio: 22 October 2024
The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan. This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO. The remaining percentage can be found in VO and VB. These last two ETFs include companies not found in either VTI […]
Kepler Asset Allocation Portfolio Review: 24 October 2024
Kepler is one of several Asset Allocation portfolios using this standard investing model. Like the Einstein, the Kepler was used by the owner to hold assets needed for education. Those withdrawals are over and now it is time to begin adding to the portfolio or at least stabilizing it for future growth. Under the old […]
Pauling Asset Allocation Portfolio Review: 25 October 2024
Pauling is new to the Asset Allocation (AA) model as of April of this year. Moving the portfolio to the AA model is a swing back to my historical investing roots. Portfolios such as this one are built to last or operate successfully for years. Of the number of AA portfolios the Pauling is the […]
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