Kepler is nearly in balance with the simplified asset allocation model.  The asset allocation is very close to the Bogle Three ETF model.  Instead of bonds I am using SCHD and SHV.  In place of international equities I am using SCHG for a bit more growth.  Another change is the percentage invested in each asset […]

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming into balance.  In other words, the various assets are closing in on the […]

Kepler is a typical portfolio in that the investing model is based on the classic asset allocation model.  The Schrodinger is another asset allocation portfolio, although the securities used to populate the portfolio are different.  In addition, the percentages in the different asset classes also vary widely.  The asset allocation model is one promoted by […]

Merry Christmas Kepler is the last portfolio to be reviewed before Christmas.  This data is accurate as of the 23rd.  The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets.  Now the portfolio needs to be replenished over the next few years.  If the volatility […]

When well into this update of the Kepler I realized the portfolio was reviewed only a few days ago.  Since all the screenshots are uploaded I’ll proceed with the update.  Little has changed other than the addition of new cash and the purchase of a few asset classes still out of balance.

  Thanksgiving greetings to Canadians, U.S, readers, and to all those around the world who celebrate Thanksgiving sometime in November. And now to the Kepler update.  This portfolio has been lagging the benchmark for a few years so I moved it over to the Asset Allocation model this spring with the hope a more diversified […]