Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages.
Huygens Portfolio Update: 18 December 2025
Huygens is the asset allocation portfolio up for review this morning. This portfolio is set up to “resist” taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months. A correction or recession is certainly not a sure thing as interest rates will likely drop another […]
Huygens Recession Portfolio Review: 28 November 2025
Huygens is sporting a revised asset allocation model. While it is unlikely one can set up a recession proof portfolio, the following group of Exchanged Traded Funds is my effort to do so. While the Huygens will still have exposure to equity companies, the bulk of the portfolio is set up to generate income and […]
Huygens Portfolio Review: 27 October 2025
Huygens is a traditional asset allocation portfolio that has a global diversification. Dividends and new cash additions are used to keep the various assets in balance. As readers will see, the Huygens current needs some rebalancing as will be shown below.
Huygens Portfolio Update: 24 September 2024
Huygens is a typical Asset Allocation portfolio that is currently in balance. At this point all the investor needs to do is keep the various asset classes close to target when dividends provide sufficient cash to make the adjustments. Huygens is classified as a passive portfolio as is the Schrodinger. The Huygens is roughly 75% […]
Huygens Portfolio Review: 19 August 2025
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. Main Menu Here are […]
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 what is used with the Schrodinger, but the securities are […]
Huygens Portfolio Review: 13 June 2025
Huygens is a pure Asset Allocation portfolio, built around traditional asset classes with a global diversification plan. Since this review comes at a time when we are approaching the end of the second quarter, no changes are planned. After the second quarter dividends are in I will be updating asset classes that are below target. […]
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