Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown. A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below are the current holding for the Huygens. As constructed, this is a very conservative portfolio with a low […]
Huygens Portfolio Review: 31 July 2026
Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders […]
Huygens Portfolio Update: 30 June 2026
Huygens is the asset allocation portfolio scheduled for an update this first day of July. Little action is necessary as the Huygens is rounding into shape as far as bringing the various asset classes into balance.
Huygens Portfolio Review: 3 June 2026
Huygens is the portfolio up for review this morning. Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement. We know the Shiller CAPE and Buffett Indicator are both showing the market is overvalued. This was also true in 1996, but the market […]
Huygens Portfolio Review: 4 May 2026
Huygens is the portfolio up for review today and in this portfolio I am rebalancing the account to counter the high probability the FED, with cooperation from the government, will strive to inflate their way out of the 39 trillion (and growing) national debt. The basic principle of spending less than you earn is ever […]
Huygens Portfolio Update: 2 March 2026
We begin the month of March with an update of the Huygens. The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down. Below I will explain how I am using Trailing Stop Loss Orders (TSLOs) to reduce major losses.
Huygens Asset Allocation Portfolio Review: 2 February 2026
Huygens is the classic asset allocation portfolio. While the selection of asset classes will vary from portfolio to portfolio, as will the percentages allocated to each class, the principle of diversification is a long-standing model for portfolio management. Late last year I reworked the asset allocations for the Huygens. The goal is to provide growth […]
Einstein Portfolio Update: 30 January 2026
Einstein is the portfolio scheduled for review this morning. The asset allocation mix is set so from this point going forward all that is required is to keep the various asset classes as close to the target percentage as possible. The goal is to keep each asset class (ETF) within one percentage point, but could […]
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