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You are here: Home / Archives for Pauling Portfolio

Pauling Asset Allocation Portfolio Review: 25 October 2024

October 25, 2024 By Lowell Herr

Pauling is new to the Asset Allocation (AA) model as of April of this year.  Moving the portfolio to the AA model is a swing back to my historical investing roots.  Portfolios such as this one are built to last or operate successfully for years.  Of the number of AA portfolios the Pauling is the […]

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

Pauling Asset Allocation Portfolio Review: 10 October 2024

October 10, 2024 By Lowell Herr

Yesterday I updated a Sector BPI portfolio.  This morning it is time to examine an Asset Allocation portfolio.  Pauling is a modest size portfolio built to handle securities all over the globe.  The portfolio contains U.S. Equities, U.S. and International Bonds, Developed International Equities, Emerging Market Equities, Domestic and International Real Estate, and Treasuries. The […]

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

Pauling Asset Allocation Portfolio Update: 28 September 2024

September 28, 2024 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Pauling Asset Allocation Portfolio Review: 10 September 2024

September 10, 2024 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Pauling Asset Allocation Portfolio: 29 August 2024

August 29, 2024 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Pauling Asset Allocation Portfolio Update: 8 August 2024

August 8, 2024 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Management Tagged With: Pauling Portfolio

Pauling Asset Allocation Portfolio Review: 2 July 2024

July 2, 2024 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Pauling Asset Allocation Portfolio Review: 29 May 2024

May 29, 2024 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Asset Allocation Tagged With: Asset Allocation, Pauling Portfolio

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