Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders […]
Bohr Portfolio Review: 3 August 2026
The Bohr portfolio is an asset allocation account that recently (5/1/26) experienced a revamping of the allocations in order to suppress the impact of a potential market decline. As readers will see in the next screenshot, all asset classes are below target with exception of SCHO, the short-term treasury I use to park cash. When […]
Bethe Portfolio Update: 5 August 2026
Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession. The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]
Pauling Portfolio Review: 7 August 2026
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