Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor. As readers will see in a moment, no securities are in “full bloom” at the moment. Several are in Hold mode. No Buy options are showing up when the investing model is set […]
Einstein Portfolio Review: 6 October 2023
The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA. There are some differences in the settings of the different portfolios which influence decisions. For example, with the Einstein I am taking the long view in that the look-back period is longer and the investing model is the LRPC. Fewer trades […]
Einstein Sector BPI Portfolio Review: 3 November 2023
If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days. This review of the Einstein will reflect these changes. The current portfolio is well position for market activity over the next […]
Einstein Sector BPI Portfolio Review: 8 November 2023
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 […]
Einstein Portfolio Review: 4 December 2023
Einstein is another Sector BPI portfolio I’m updating today. Since no sectors are oversold there are no transitions anticipated. Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog. That purchase does not show up in this analysis.
Einstein Sector BPI Portfolio Review: 29 December 2023
Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model. With only two months of data we need to check on trends rather than absolute performance numbers. By this time next year we will have a much better idea as to the viability of the Sector BPI […]
Einstein Sector BPI Portfolio Review: 9 January 2024
Einstein is a particularly interesting Sector BPI portfolio as the owner moves money in and out of the portfolio for personal needs. Whereas most portfolios don’t see all that many withdrawals, the Einstein is different. When viewing performance and associated risks, keep this in mind. Deposits and withdrawals add another variable to the Sector BPI […]
Einstein Portfolio Review: 29 January 2024
Einstein is the Sector BPI portfolio up for review this morning. One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO). Neither asset class is currently recommended for purchase so now is a good time to add these two additional securities to the investment quiver. […]
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