Well Drilling
Einstein is a basic asset allocation portfolio that is diversified all over the globe. VTI and RSP cover U.S. Equities while VEA and VWO are the international ETF exposures. This is one of several portfolios owned by an individual who has been providing educational support and those tuition withdrawals seem to come at times when the market surges upward. The performance has definitely been impacted by the withdrawals. Eventually the portfolio will be rebuilt, but that will need to wait for several months.
Einstein Asset Allocation Holdings
Below are the ten (10) holdings in the Einstein. BND, VIG, and SCHD will throw sufficient dividends to keep the portfolio in balance once the portfolio is stabilized.
Einstein Rebalancing Recommendations
Many limit orders are in place. Just this morning shares of VIG, VWO and SGOL were added to the portfolio. Any type of market dip will begin to pick off other limit orders. With the market at or near an all-time high, I am not in a hurry to use up all available cash. This is a time to be patient.
Einstein Performance Data
Since 12/31/2021 the Einstein has been running in the red and it is well behind the AOR benchmark.
Einstein Risk Ratios
When searching for good news the best one can find is the flat slope for the Jensen Performance Index.
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