Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to populate the portfolio. Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as
Schrodinger Portfolio Review: 16 October 2024
Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global Transaction Activities. I highly recommend
Pauling Asset Allocation Portfolio Review: 10 October 2024
Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and International Bonds, Developed International Equities, Emerging Market Equities, Domestic and International Real Estate, and Treasuries. The […]
Pauling Asset Allocation Portfolio Update: 28 September 2024
Six months ago I altered the Pauling portfolio investing model. It now operates using the principles of Asset Allocation. When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are
Huygens Asset Allocation Portfolio Review: 26 September 2024
As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements. There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior investing model. VB and
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model.
Pauling Asset Allocation Portfolio: 29 August 2024
Pauling is one of numerous Asset Allocation (AA) portfolios. I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio. I am also returning to the root of my investing instincts. As a summary, here are the basic
Schrodinger Portfolio Review: 26 August 2024
Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio. In this review I will go over the current holdings, performance data, and risks involved. ITA readers know that I advocate both security diversification as well as portfolio diversification. In my opinion, every
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