Tall ship – Amsterdam Harbor
No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV.
Einstein Asset Allocation Model
Below is the current Asset Allocation (AA) setup for the Einstein. I have TSLOs in place for VOO and VYM as well as limit orders for BND and BNDX.
Einstein Rebalancing Recommendations
The limit orders for BND and BNDX are set approximately $5.00 below current prices. The TSLOs for VOO and VYM are set around 4.0% below the current price.
Einstein Performance Data
Since 12/31/2021 the Einstein lags all benchmarks by significant margins. This was one reason for moving to the AA model a few months ago.
Einstein Risk Ratios
Based on the risk factors, the Einstein is not gaining on the AOR benchmark. It will take at least until this time next year before we see if the Asset Allocation model is producing the expected returns.
Discover more from ITA Wealth Management
Subscribe to get the latest posts sent to your email.
Leave a Comment or Question