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Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model. This is an early review of the Einstein as I’m updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold sectors are fully populated and Trailing Stop Loss Orders (TSLOs) are set for the broad U.S. Equities ETFs such as VTI, VOO, and ESGV.
Energy is overbought so I need to check to see if a 3% TSLO is in place should any portfolios hold VDE.
Einstein Investment Quiver and Holdings
Below is the investment quiver and current holdings for the Einstein. Limit orders are in place for VTI and VOO. This is to protect capital.
Materials (VAW) and Staples (VDC), the two oversold sectors, are holding a higher percentage than recommended as a minimum. This is fine. I just need to clear the minimum percentages. Energy (VDE) will continue to hold a single share. The reason for holding at least one share in all the sectors is so some data is available when I post a Portfolio Report. More data is required of the Einstein before such a report has any usefulness or validity.
Einstein Manual Risk Adjustments
No changes are planned for the Einstein other than to know TSLOs are in place for VTI and VOO.
Einstein Performance Data
Over the past 22 months the Einstein fell behind the SPY benchmark or a good reason to change investing models. The gap is much narrower for potential benchmarks such as ESGV, VT, AOA and AOR.
Einstein Risk Ratios
The Einstein is new to the Sector BPI model as the launch date is the first of this month. It will be at least a year before we know if this model benefits the Einstein. Over the next few months pay particular attention to the Jensen and Information Ratios.
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