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You are here: Home / Archives for Asset Allocation

Schrodinger Portfolio Review: 22 July 2025

July 23, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Huygens Portfolio Review: 22 July 2025

July 22, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Huygens Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Copernicus Portfolio Review: 3 July 2025

July 5, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Copernicus Portfolio, Passive Investing.

Schrodinger Portfolio Review: 20 June 2025

June 21, 2025 By Lowell Herr 1 Comment

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction Tagged With: Asset Allocation, Schrodinger Portfolio

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Risk Management Tagged With: Asset Allocation, Millikan Portfolio

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr Leave a Comment

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

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Rebalancing Asset Allocation Portfolios: 12 March 2025

March 12, 2025 By Lowell Herr Leave a Comment

If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio.  If you are not completely sure what an AA portfolio looks like follow portfolios such as the Gauss, Millikan, Einstein,

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation

Kepler Portfolio Review: 13 February 2025

February 13, 2025 By Lowell Herr Leave a Comment

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming

Filed Under: Kepler Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Kepler Portfolio

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