Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? “For equal-cap investing, the most prominent ETF ticker is RSP (Invesco S&P 500 Equal Weight ETF), which gives equal weight […]
Pauling Portfolio Update: 12 January 2026
Pauling is the first of five portfolios to be reviewed this week. We have several asset allocation models and one Sector BPI portfolio to update. This week will provide readers with several different investing models to examine and evaluate.
Pauling Asset Allocation Portfolio: 4 February 2026
Pauling is another asset allocation portfolio set up to provide some resistance should we experience a correction or worse, a recession. The portfolio is slowly rounding into shape where most of the asset classes are close to their target percentages. The goal is to reinvest new cash deposits and dividends. Assets most under target will […]
Pauling Portfolio Review: 3 March 2026
Pauling is an asset allocation portfolio that is slowly working out of a performance deficit. Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following screenshots. Several asset classes are out of balance or not close […]
Pauling Asset Allocation Portfolio: 30 March 2026
Pauling is the last portfolio I will be reviewing before the end of the first quarter. The 4th quarter GDP of 2025 was revised to a meager 0.7%. If the first quarter of 2026 comes in with a negative number we may well be on the way to a recession. The Iran war is definitely […]
Pauling Portfolio Review: 22 April 2026
Pauling is an asset allocation portfolio that is undergoing a few reallocation moves in order to improve performance while taking action to prepare for a market correction. The current low beta of 0.273 is an indicator as to how serious this portfolio is when the U.S. Equities market is at or near an all-time high. […]
Pauling Portfolio Review: 19 May 2026
Pauling is an asset allocation driven portfolio with leanings toward “recession proof” if there is such an allocation. Seventy percent of the portfolio is currently held in short-term treasuries and this is by design. Should we see a 10% draw-down or what is classified as a correction, I will begin to sell some shares of […]
Pauling Portfolio Review: 15 June 2026
Pauling is one of several portfolios constructed around the concept of asset allocation. If you check the various ETFs you will see it is invested with global equities in mind. I asked ChatGPT if the U.S. Equities market is overvalued. Here is the response. “Yes, by almost all historical standards, the current U.S. equities market […]
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