{"id":41969,"date":"2025-01-22T23:09:13","date_gmt":"2025-01-22T23:09:13","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/pauling-asset-allocation-portfolio-review-22-january-2025\/"},"modified":"2025-01-22T23:09:13","modified_gmt":"2025-01-22T23:09:13","slug":"pauling-asset-allocation-portfolio-review-22-january-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=41969","title":{"rendered":"Pauling Asset Allocation Portfolio Review: 22 January 2025"},"content":{"rendered":"


\n<\/p>\n

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\"Pauling<\/p>\n

National Park Walker<\/em><\/p>\n<\/div>\n

Asset Allocation is a long-standing portfolio management model.\u00a0 What sets such portfolios apart is the choice of assets used to populate the portfolio.\u00a0 Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as an array of income generating ETFs.\u00a0 This approach is relatively new with the Pauling so we do not have much history to draw conclusions.\u00a0 The best we can do is watch for trends among the risk ratio data.<\/p>\n

Pauling Asset Allocation Portfolio<\/strong><\/p>\n

Below is the asset allocation model for the Pauling.\u00a0 A few asset classes are out of balance.\u00a0 I don\u2019t pay attention if the holding exceed the target percentage.\u00a0 New cash and dividends are used to bring asset classes most below target up to the recommended percentage.\u00a0 That means focusing on TLT, BND, BNDX, VNQ, and VWO.<\/p>\n

For smaller portfolios (\n<\/p>\n

\"Pauling<\/p>\n

Pauling Rebalancing Recommendations<\/strong><\/p>\n

The two ETFs to receive most attention are:\u00a0 TLT and BND, both income generators.<\/p>\n

Due to price fluctuation from review to review it is to be expected one or more asset classes will almost always be out of balance.\u00a0 If one continues to add securities that are below target we tend to be purchasing shares when prices are down while letting the better performers run.\u00a0 Over the long haul this approach should add alpha to the Pauling.<\/p>\n

\"Pauling<\/p>\n

Pauling Portfolio Performance<\/strong><\/p>\n

Since 12\/31\/2021 the Pauling continues to lag the AOR benchmark as well as all other potential benchmarks.\u00a0 Now we need to check the more recent growth graphs to see how well the Pauling is performing with the new AA approach.<\/p>\n

\"Pauling<\/p>\n

Pauling Risk Ratios<\/strong><\/p>\n

The Sortino Ratio indicates the Pauling has been increasing in value over the past year.\u00a0 While still negative, the Jensen Alpha is also improving.\u00a0 This is a particularly good sign.\u00a0 Watch the slope of the Jensen to see if this continues.<\/p>\n

The Information Ratio is also improving indicating the Pauling is gaining on the benchmark, yet lost ground over the past two months.<\/p>\n

\"Pauling<\/p>\n

Questions and Comments are always welcome.\u00a0 Post them in the Comment section provided with each blog post.<\/p>\n

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National Park Walker Asset Allocation is a long-standing portfolio management model.\u00a0 What sets such portfolios apart is the choice of assets used to populate the portfolio.\u00a0 Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as an array of income generating […]<\/p>\n","protected":false},"author":1,"featured_media":41970,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[11576,10911,3805,26292,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-41969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-allocation","tag-asset","tag-january","tag-pauling","tag-portfolio","tag-review"],"yoast_head":"\nPauling Asset Allocation Portfolio Review: 22 January 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=41969\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pauling Asset Allocation Portfolio Review: 22 January 2025 - 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