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 […]
Gauss Portfolio Review: 27 June 2025
Gauss is one of the mini-asset allocation portfolios or one where very few ETFs are used to populate the portfolio. Since the last review all shares of SCHG were sold and the cash was converted to shares of SHV, a short-term treasury. While U.S. Equities rebounded from the April depression point, the fundamentals that this […]
Gauss Portfolio Review: 28 May 2025
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) under VOO and a 2.0% TSLO under SCHG. […]
Gauss Portfolio Review: 28 April 2025
Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used. SHV is used as a holding basket when cash becomes available. Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current administration will make several mistakes that will have a negative […]
Gauss Portfolio Review: 18 March 2025
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 the bill. Expense ratio is 3 basis points. A growth ETF […]
Gauss Portfolio Review: 4 March 2025
Gauss is one of several Asset Allocation (AA) portfolios. This account differs slightly from other Asset Allocation portfolios in that it is a simplified AA version containing fewer ETFs. The stock/bond ratio is the classic 60% stock or equities and 40% bonds. Formerly the Gauss was using the Sector BPI investing model. To reduce work […]
Gauss Asset Allocation Portfolio Review: 19 February 2025
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 moving toward a very low beta value. There […]
Gauss Asset Allocation Portfolio Review: 5 February 2025
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 through this process of conversion. Gauss Asset Allocation […]
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