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. […]
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 is tilted a tad more toward equity holdings whereas […]
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. We have domestic and international stock and bonds. Real Estate is diversified […]
Huygens Asset Allocation Portfolio Review: 13 March 2025
“The most important key to successful investing can be summed up in just two words-asset allocation.” – Michael Leboeuf Huygens is the portfolio on tap for an update this morning. This is one of the first portfolios to finally reach the target percentages. Shares of BND and SHV were added this morning so […]
Huygens Asset Allocation Portfolio Review: 21 February 2025
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly coming into balance. I plan to focus on bringing monthly dividend […]
Huygens Asset Allocation Portfolio Review: 30 January 2025
“The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett Huygens is another asset allocation portfolio that has been using this well-known investment model for a little less than one year. The portfolio is set up to generate nearly three percent in income and that money is […]
Huygens Asset Allocation Portfolio Review: 3 January 2025
Huygens is another Asset Allocation portfolio that was launched in April of 2024. In a few months we will have one year of data which will begin to provide some clues as to how well this particular array of assets perform. If 2025 turns out to be as volatile as I anticipate, the coming months […]
Huygens Asset Allocation Portfolio Review: 3 December 2024
Huygens is one of nine portfolios following an Asset Allocation (AA) investing model. This includes the Schrodinger as it too is built around the concept of diversification. Launched in April of this year the Huygens does not have much AA history.
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