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You are here: Home / Archives for Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 13 March 2025

March 13, 2025 By Lowell Herr Leave a Comment

“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 […]

Filed Under: Asset Allocation, Huygens Portfolio, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 21 February 2025

February 22, 2025 By Lowell Herr

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 […]

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 30 January 2025

January 30, 2025 By Lowell Herr

“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 […]

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 3 January 2025

January 3, 2025 By Lowell Herr

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 […]

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 3 December 2024

December 3, 2024 By Lowell Herr

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.

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 21 November 2024

November 21, 2024 By Lowell Herr

Since the last review of the Huygens portfolio I made a few small adjustments in the asset allocation percentages.  I decreased the percentages to Developed International Equities (VEA) and Emerging Markets (VWO).  Those percentages were shifted to VOO, VO, and VB.

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Huygens Asset Allocation Portfolio Update: 30 October 2024

October 30, 2024 By Lowell Herr

As mentioned in the last review, this is an update of the Huygens.  Huygens is one of nine portfolios built around the investing model of Asset Allocation.  The Schrodinger is another such portfolio.  With the Huygens, and those I watch over, I primarily use Vanguard ETFs as they are inexpensive and do a good job […]

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Huygens Portfolio

Huygens Asset Allocation Portfolio Review: 11 October 2024

October 11, 2024 By Lowell Herr

Huygens is one of several portfolios using the Asset Allocation investing model.  If interested in learning more about this approach to investing, check out this website.  With only six plus months of using AA the Huygens is rounding into operation form.  The various asset classes are slowly coming into balance.

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocaation, Huygens Portfolio

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