Huygens Portfolio Review: August 19, 2025 | ITA Wealth Management

Since the last review, little has changed within the Huygens. No new money has been added and the few dividends are used to buy another part of SHV. For readers who manage a portfolio for asset distribution and use the Kipling -spreadsheet, you follow to see how I reinstalled the Huygens.

Play menu play

Here are the main menu settings that I use with the Huygens.

Huygens Asset Allocation Plan

Below is the portfolio of assets allocation. The portfolio has essentially been fully invested. One limit order has been set to collect part of SHV.

Huygens again balancing recommendation

How do I re -balance this portfolio of assets allocation?

• Assets that show a hold or sale are ignored and may run untouched.
• I go to the list of effects (ETFs) with a purchase and find one or more that are most under the target. This month that is actively the short -term financing or SHV. With limited money I placed a limit order for one share. Since SHV never varies much in price, I have set the limit order a cent below the current price.

Huygens -Performance data

Since 31/12/2021, the Huygens has been ahead of the AOR benchmark. In a downmarkt, the Huygens have to perform better than the S&P 500, but stay behind or stay behind in a bull market. We are currently in a bull market and that explains the broad difference between the Huygens and the spy.

I think the gray box, which has not been identified, is probably real estate.

Huygen’s risk ratings

The slope of the Jensen Alpha is negative, indicating that the portfolio has not kept pace with its benchmark in the past year. Winsts have been made since April. This simply reflects the strong market since the rates have been introduced. It seems unlikely that this growth will continue as soon as we start to see that the impact rates have on the American economy.

The goal of Huygens is to remain fully invested and to re -balance the portfolio every month with dividends of bonds to keep the different assets as close as possible to their target percentages. I classify the Huygens as a passive portfolio. Selling is rare and purchases take place to keep the different assets close to their goal.

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