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You are here: Home / Archives for Gauss Portfolio

Gauss Portfolio Review: 28 May 2025

May 28, 2025 By Lowell Herr Leave a Comment

Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words – Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO)

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

Gauss Portfolio Review: 18 March 2025

March 18, 2025 By Lowell Herr Leave a Comment

Gauss is another simplified asset allocation portfolio.  The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash.  The portfolio is very cost effective as the expense ratios are very low. A broad market ETF where VOO fits

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

Gauss Asset Allocation Portfolio Review: 19 February 2025

February 19, 2025 By Lowell Herr Leave a Comment

Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model.  This will reduce workload as well as shift investments toward a more conservative asset allocation.  As with the Millikan portfolio, update posted yesterday, the Gauss is

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

Gauss Asset Allocation Portfolio Review: 5 February 2025

February 5, 2025 By Lowell Herr 3 Comments

Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process.  The following analysis will walk readers

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

Gauss Sector BPI Portfolio Review: 25 October 2024

October 25, 2024 By Lowell Herr Leave a Comment

Gauss is one of five portfolios currently using the Sector BPI investing model.  The other four are:  Carson, Franklin, McClintock, and Millikan.  To see how these portfolios are performing, check out this blog post.  These five portfolios were launched at

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr Leave a Comment

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this model

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 27 May 2024

May 27, 2024 By Lowell Herr Leave a Comment

Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review.  This particularly portfolio is set up with an expanded investment quiver that includes developed international equities

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

August 17, 2023 By Lowell Herr

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

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