Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500. Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security Holdings Below are the current Gauss holdings. The majority of the asset classes are below […]
Gauss Portfolio Update: 17 August 2026
Gauss is the Asset Allocation portfolio up for review today. Changes since the last review show a move from holdings in gold to short-term treasuries. The idea is to provide more income in addition to preparing for a possible market correction. A correction is defined as a drawdown of at least 10%. Gauss Security Holdings […]
Gauss Portfolio Review: 21 July 2026
Gauss is another ITA portfolio waiting for a major market correction. As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target. There is no hurry to this process until we see a market correction. A market correction is defined […]
Gauss Portfolio Review: 25 June 2026
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 […]
Gauss Portfolio Review: 1 June 2026
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 […]
Gauss Portfolio Review: 29 April 2026
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 […]
Gauss Asset Allocation Portfolio Update: 3 April 2026
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 […]
Gauss Portfolio Review: 5 March 2026
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 […]
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