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
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo
Schrodinger Portfolio Review: 22 July 2025
Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market decline. Schrodinger Asset Allocation Below
Huygens Portfolio Review: 22 July 2025
Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. This management style is similar to
Copernicus Portfolio Review: 3 July 2025
When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase
Schrodinger Portfolio Review: 20 June 2025
Welcome to the Summer of 2025. Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio. Since the last review no changes were made other than to pick up a few dividends. In
Millikan Portfolio Review: 1 May 2025
Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make casinos a success. Based
Huygens Asset Allocation Portfolio Review: 11 April 2025
Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach. While different asset classes or even different securities might be used, the basic approach is to diversify across the globe. Readers see this is the plan for the
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