Little has changed within the Huygens since the last review. No new money was added and the few dividends are being used to purchase another share of SHV. For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, follow along to see how I am rebalancing the
Huygens Portfolio Review: 22 July 2025
Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. This management style is similar to
Huygens Portfolio Review: 13 May 2025
Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab’s Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security. Most likely the AOR
Huygens Asset Allocation Portfolio Review: 11 April 2025
Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach. While different asset classes or even different securities might be used, the basic approach is to diversify across the globe. Readers see this is the plan for the
Huygens Asset Allocation Portfolio Review: 26 September 2024
As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements. There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior investing model. VB and
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model.
Huygens Asset Allocation Portfolio Update: 30 May 2024
Huygens is one of three portfolio operating under the Asset Allocation investing model. The other two are the Pauling and Schrodinger. The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I move the Huygens to the Asset Allocation model so we need
Huygens Sector BPI Portfolio Review: 24 November 2023
Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone. Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish. The Huygens portfolio differs only in that it is carrying a
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