Six months ago I altered the Pauling portfolio investing model. It now operates using the principles of Asset Allocation. When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are over subscribed. The Pauling is […]
Pauling Asset Allocation Portfolio Review: 10 September 2024
Reviewing or updating asset allocation portfolios such as the Pauling is always interesting as there are generally a few small tweaks required. If something need attention it is due to new cash deposits, dividends of some significance were declared, or prices among the different asset classes changed. Nearly every month there is activity among these […]
Pauling Asset Allocation Portfolio: 29 August 2024
Pauling is one of numerous Asset Allocation (AA) portfolios. I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio. I am also returning to the root of my investing instincts. As a summary, here are the basic investing models I am using here at […]
Pauling Asset Allocation Portfolio Update: 8 August 2024
Pauling is the Asset Allocation portfolio up for review this morning. As one of the poorest performing ITA portfolios over the past two years I made some changes. The big one is a move to an Asset Allocation model which will reduce my workload. Now that treasuries, bonds, real estate and international equities play a […]
Pauling Asset Allocation Portfolio Review: 2 July 2024
Pauling is one of three asset allocation portfolios I watch over here at ITA. The other two are the Schrodinger and the Huygens. Pauling and Huygens are new to this model as each has only been operational for three months. Asset Allocation as an investment model has a long history as most portfolios are constructed […]
Pauling Asset Allocation Portfolio Review: 29 May 2024
Pauling is a recent Asset Allocation portfolio as performance has been a disappointment. Thus the change. If this Asset Allocation model does not show improvement over the next few months I’ll recommend shifting this portfolio to a Schwab Intelligent Portfolio or a model similar to the Schrodinger. The Pauling began the AA model about a […]
Pauling Asset Allocation Portfolio in Review: 2 May 2024
After a few weeks since launch the Pauling is beginning to settle down into the Asset Allocation plan as envisioned. As with most portfolios I anticipate some additional evolutionary adjustments over the next year will occur. A few assets from the old model are currently oversubscribed or carry a higher percentage of the portfolio than […]
Pauling II Asset Allocation Portfolio Launch: 1 April 2024
“A major part of any investment plan is portfolio asset allocation.” – Richard A. Ferri Welcome to the Pauling II Asset Allocation portfolio. Expanding on the Tentative Asset Allocation model, the Pauling II will use fifteen (15) asset classes, recognizing there will be some overlap between VTI, VOO, VO, VB, and QQQ. Expanding from 10 […]
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