Photograph: St. Louis Arch captured by Lowell Herr
Next up for review is the Gauss Portfolio. Since this is a smaller portfolio I do not use any of the growth ETFs. Instead, I capture growth through the use of several blend asset classes. As the portfolio grows I may open up the growth asset classes, although it hardly seems necessary since all the U.S. Equity asset classes are so highly correlated. We cover all the equity asset classes by using VTI for the overall U.S. Equities ETF.
Dashboard: All asset classes except small-cap blend are within the target limits and I have a limit order in place to pick up the few shares needed to bring that single holding into balance. The Gauss is one of the ITARR model portfolios and all the critical ETFs are priced well above their 195-Day EMAs. We can put this portfolio into "neglect" mode for another month.
Portfolio Performance: Like a number of other portfolios, the Gauss is trailing the critical benchmarks. Two "Piotroski" stocks were added to this portfolio so we hope those additions will begin to make a difference over the next six to 12 months.