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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]

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Portfolio Management

Einstein Portfolio Update: 23 September 2025

Einstein is the portfolio up for review this morning and it is undergoing extensive asset allocation adjustments.  The performance of this portfolio is not up to "snuff" as the owner needed cash for tuition.  Rebuilding Einstein is now underway so I expect fresh dollars to be added nearly every month.  It is much easier to accomplish rebalancing when new money is consistently added. … [Read More...]

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Einstein Portfolio Review: 9 November 2022

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Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark.  The expectation for RS portfolios is to resist draw-downs, and that has not been the case.  Portfolios that … [Read more]

Millikan Portfolio Review: 8 November 2022

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The Millikan portfolio is not scheduled for an update until later this month.  However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks.  When I checked … [Read more]

New Carson Launched: 4 November 2022

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Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The … [Read more]

Schrodinger Portfolio Review: 4 November 2022

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Schrodinger is the portfolio up for review this morning.  I always enjoy updating this Robo Advisor account as it managed by computer.  I don't take responsibility for the ups and downs due to market volatility.  The Schrodinger is one of Schwab's … [Read more]

Bohr Portfolio Review: 25 October 2022

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Bohr is the portfolio scheduled for review this morning.  This is a combination growth-income style portfolio where the income is primarily generated by Closed-End-Funds, much as you find in the Hawking and Huygens portfolios.  The first move when … [Read more]

McClintock Portfolio Review: 21 October 2022

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McClintock is the Dual Momentum™ portfolio scheduled for review today.  As one of the top performing ITA portfolios and current holdings in SCHP and BND, no changes are needed based on current recommendations.  When one of the DM portfolios comes up … [Read more]

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Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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