Pauling is one of the portfolios where I am simplifying or reducing the number of asset classes down to four. One of the four, SHV, is a holding tank for cash when none of the other three are calling for a Buy. I’ll explain this in more detail below as I go through the March […]
Pauling Portfolio Review: 30 April 2025
Pauling is another asset allocation portfolio managed using only four Exchange Traded Funds (ETFs). Only two months of data is in the bank for this portfolio so it is much too early to know if this model is working as hypothesized. The makeup of the Pauling is not all that different from the Copernicus. The […]
Pauling Portfolio Review: 29 May 2025
Keeping it simple is the mantra of the Pauling portfolio. Only a few ETFs are used to populate the Pauling. As with several other portfolios using a truncated asset allocation management model preservation of capital is paramount. I have one Trailing Stop Loss Order of 4.5% placed under the 22 shares of VOO. If these […]
Pauling Portfolio Review: 11 July 2025
Pauling is one of several portfolios that lag their benchmark. When this is the case I go to the Risk Ratios to see the direction of the growth or regression. In which direction is the portfolio moving with respect to the broad equities market? This is not an easy time for money management as we […]
Pauling Portfolio Review: 6 August 2025
Pauling is another mini-asset allocation portfolios where the number of ETFs populating the portfolio are limited. In anticipation of a slower economy when third and fourth quarter economic reports come out, I’ve concentrated on building up short-term treasuries in a number of portfolios. If managing a family portfolio, my recommendation is to diversify across the […]
Pauling Asset Allocation Portfolio Review: 16 September 2025
Pauling is another “easy to manage” asset allocation portfolio. All asset classes have yet to be fully populated. That should take place over the next three to six months. I am still waiting to see what the FEDs do with interest rates and how tariffs impact the U.S. economy. Here in the Northwest regular gas […]
Pauling Asset Allocation Portfolio: 10 October 2025
Pauling is another Asset Allocation portfolio settling in for a volatile 2026. As readers will see in the second screenshot, I sold shares of SHV in order to raise cash to rebalance the portfolio. More on the particulars later.
Pauling Portfolio Review: 13 November 2025
Pauling is one of several portfolios recently converted to the Asset Allocation management model. While the assets may vary slightly from portfolio to portfolio, the general management model is the same. Select Exchange Traded Funds (ETFs) that represent different asset classes, set target percentages, and then follow the Kipling recommendations as to when to Buy […]
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