Einstein is in the rebuilding stage after experiencing several withdrawals for educational purposes. The owner recently added cash. More shares of SHV were purchased and there is currently a limit order in place to purchase one more share of VOO.
Einstein Security Holdings
When new cash is added or dividends show up I will add more shares of SHV while placing the odd order for VOO should the market decline. Anticipate a conservative stance will be the ongoing investment philosophy for the foreseeable future.
Einstein Performance Data
Since 12/31/2021 the Einstein has fallen far behind the AOR benchmark. Due primarily as a result of withdrawing funds at the “wrong” time. When funds are withdrawn dollar-cost-averaging tends to operate in reverse. With the IRR data in the ditch we check the risk ratios to see if there is any good news.
Einstein Risk Ratios
All risk metrics are well above their 2024 positions. That is good news. Over the last month all metrics improved with exception of the Information Ratio.
The Jensen slope clings to a small positive value and will likely continue to do so over the next few months.
The most recent Asset Allocation model is quite new so we need many more months before we are able to draw any conclusions as to its validity.
Comments are always welcome.
Questions To Ask Your Money Manager
Buffett Indicator & Shiller PE Ratio
Discover more from ITA Wealth Management
Subscribe to get the latest posts sent to your email.
Hi Lowell,
How far below the current price of VOO did you set the limits order to buy?
Thanks
Bill
Bill,
On this small number of shares I set the order 2% below the current price. I should include this information in the blog posts. Will try to improve in the future. Thanks for the question.
Lowell