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You are here: Home / Archives for Gauss Portfolio

Gauss Portfolio Review: 25 June 2026

June 25, 2026 By Lowell Herr Leave a Comment

  Gauss is the asset allocation portfolio up for review.  Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator hovering in “nose bleed” territory. The following analysis explains how I am handling […]

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

Gauss Portfolio Review: 1 June 2026

June 1, 2026 By Lowell Herr Leave a Comment

I gave ChatGPT the following instruction.  Below this sentence is the response from this AI source.  If you have access to a different AI program, give it the identical instruction and compare the results.  When I tried it with Microsoft the feedback would not specify ETFs. Create a diversified portfolio of 12 to 15 low […]

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

Gauss Portfolio Review: 29 April 2026

April 29, 2026 By Lowell Herr Leave a Comment

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start at the beginning, just move the slider back to the starting […]

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

Gauss Asset Allocation Portfolio Update: 3 April 2026

April 3, 2026 By Lowell Herr 1 Comment

Gauss holds a similar set of ETFs as the Kepler.  In addition to securities found in the Kepler, three recession resistant ETFs are added.  They are:  Consumer Staples (VDC), Health (VHT) and Utilities (VPU). As with the Kepler I will wait for the SHV April dividends to be declared before selling shares and then placing […]

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

Gauss Portfolio Review: 5 March 2026

March 5, 2026 By Lowell Herr Leave a Comment

Gauss is the portfolio up for review today.  The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27.  Conservative is defined in […]

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

Gauss Portfolio Update: 5 February 2026

February 5, 2026 By Lowell Herr Leave a Comment

  Gauss is another asset allocation portfolio designed to withstand a major draw-down of equities.  Trailing Stop Loss Orders (TSLOs) are in place for ETFs such as QUAL and RSP. I recently added VIG to the portfolio so it is not yet up to target.  Limit orders are in place to add more shares to […]

Filed Under: Asset Allocation, Gauss Portfolio, ITA Portfolios, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Asset Allocation, Gauss Portfolio

Gauss Portfolio Review: 14 January 2026

January 14, 2026 By Lowell Herr Leave a Comment

Gauss is the portfolio scheduled for an update.  The latest asset allocation model is designed to be somewhat recession proof – if such an asset allocation is possible.  By recession proof, there are several low volatile ETFs that will throw off dividends so as to keep the various assets close to target.

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

Gauss Portfolio Review: 2 December 2025

December 2, 2025 By Lowell Herr Leave a Comment

  December begins with a review of the Gauss portfolio.  As the U.S. Equities market moves higher the probability of a reversion to the mean increases.  For that reason readers will see a number of ITA portfolio holding bonds and treasuries, although there is likely no place to hide other than to short the market.

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

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