Gauss Revised Asset Allocation Portfolio Review: September 5, 2025 | ITA Wealth Management

Instead of a complete overview of the Gauss portfolio, I impose a new and extensive asset spreading model for this account. This new assets plan is worldwide in comparison with the mini-asset-tuting model that is currently present. Check the Gauss portfolio at the bottom of this message to compare the assets allocations.

This new model for the Gauss offers extra diversification and is slightly less dependent on US shares.

Gauss Revised Asset Allocation Model

De Gauss remains oriented at equity. BND and SHV offer the 20% of the low volatile companies. VEA and VWO offer exposure to international shares.

Gauss rebalancing recommendations

How will it be re -balanced? When De Gauss comes for a full assessment, I will sell SHV shares if it is still recommended to buy opportunities. Based on recommendations of the Kipling spreadsheet, Small-Cap value (VB) and bindings (BND) call for a purchase. VOO is out of balance on the high side and I already have a TSLO to sell VOO shares.

As soon as a position is appropriate, the goal is to retain that allocation, unless the recommended percentage is moving by 5%above or below the goal. I will probably lower this to 3% for a low volatile ETF such as BND.

The next Gauss -update gives a reference about what the earlier portfolio looked like. As readers can see, I am expanding the ActiveSpreading model.

Gauss Portfolio Review: August 25, 2025

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