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You are here: Home / Archives for Asset Allocation

Millikan Portfolio Review: 13 January 2026

January 13, 2026 By Lowell Herr 6 Comments

Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession.  At this point the Millikan is very close to being in balance.  Check out the second screenshot. Millikan Asset Allocation Model Below is the

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

Schrodinger Portfolio Update: 2 January 2026

January 2, 2026 By Lowell Herr Leave a Comment

Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results.  As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month. 

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

Kepler Portfolio Update: 19 December 2025

December 19, 2025 By Lowell Herr Leave a Comment

Kepler is the portfolio up for review this morning.  Major asset allocation changes are coming to the Kepler for two reasons.  1) The portfolio has been a poor performer.  Therefore adjustments are appropriate  2) The new asset allocation model is designed to be somewhat recession resistant. 

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

Huygens Portfolio Update: 18 December 2025

December 18, 2025 By Lowell Herr Leave a Comment

Huygens is the asset allocation portfolio up for review this morning.  This portfolio is set up to “resist” taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months.  A correction or recession is certainly not a sure

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

Copernicus Portfolio Update: 14 December 2025

December 13, 2025 By Lowell Herr Leave a Comment

Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead.  Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least

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

Millikan Portfolio Review: 4 December 2025

December 4, 2025 By Lowell Herr Leave a Comment

  Millikan is a “classic” asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current

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

Pauling Portfolio Review: 13 November 2025

November 13, 2025 By Lowell Herr Leave a Comment

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

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

Schrodinger Portfolio Update: 25 September 2025

September 25, 2025 By Lowell Herr Leave a Comment

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

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

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