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.
Gauss Portfolio Review: 2 December 2025
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.
Gauss Asset Allocation Portfolio Review: 7 November 2025
Gauss is another portfolio using the Asset Allocation Model of investing. This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog. We may be near the beginning of a market correction if not worse. I thought the correction (down at least […]
Gauss Asset Allocation Portfolio Review: 8 October 2025
Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market is far overvalued.
Gauss Asset Allocation Portfolio Review: 17 September 2025
Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below.
Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
Instead of a complete review of the Gauss portfolio, I am laying out a new and expanded asset allocation model for this account. This new asset allocation plan is global compared to the mini-asset allocation model currently in place. Check the Gauss portfolio at the bottom of this post to compare the asset allocations. This […]
Gauss Portfolio Review: 25 August 2025
Gauss is another mini-asset allocation portfolio where only a few ETFs are used to populate the account. In keeping with a “preserve capital” attitude, I have limit orders in place to sell shares of VOO and SCHD. With SCHD I split the sell orders. One order is set to sell approximately one-half the shares at […]
Gauss Asset Allocation Portfolio Review: 31 July 2025
July ends with the update of another “mini” asset allocation portfolio. Gauss brings July to a close. As with similar portfolio structures I am tilting toward income vs. growth until the political environment shows some stability. If and when we observe market weakness, at that time I will make an effort to slowly move […]
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