Presentation of updated information for the Aristotle is limited since this is one of three portfolios where all the transactions are not available to Platinum members. Readers who have yet to download the Rankings SS will find the second screenshot of interest.
Aristotle Efficient Frontier: It is almost impossible to see the optimized portfolio (small red dot) as it lies just below, but partially hidden by the current portfolio (yellow diamond). ETF adjustments since the last update shifted the Return/Ratio toward more risk with little change in projected return. Risk is still well below 15%, our goal. However, one likes to see the yellow diamond dot more toward the Northwest quadrant.
ETF Rankings: Here we have the current rankings of ETFs in the Aristotle as well as those ETFs we might eventually use. Not many changes are anticipated this month as all holdings are currently positioned very close to the weighted momentum recommendations. Further, the unsettled political battles encourage one to be prudent and patient until the debt ceiling is raised and the government reopened.
If you check the momentum columns you will see that nearly all the high percentages are linked to international investments. Those are the ETFs currently favored in the Aristotle.