Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios.  The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the recommended target.  VO and VB are above target, but I don’t plan to sell.  […]

Asset Allocation is a long-standing portfolio management model.  What sets such portfolios apart is the choice of assets used to populate the portfolio.  Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as an array of income generating ETFs.  This approach […]

Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe.  A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios.  Diversification is one of the key ingredients of this portfolio.

Pauling is an Asset Allocation style portfolio converging on one year of operating under this investing model.  Over the past 3.25 years the results have been disappointing.  As the portfolio reaches the point where all asset classes are in balance, we will then begin to evaluate returns and risks.