Risk Drives Return – Charles Ellis In several cases the owner of a portfolio requires cash be available within a six months period.  The Einstein is one such account so this portfolio will not be fully invested.  Should all eleven sectors ever be oversold, this would require some adjustments in the percentage invested in each […]

Einstein is the portfolio up for an update this morning.  While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is functioning.  Cash flows in and out of the portfolio […]

“Realistic market expectations are important to investment planning.” – Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning.  Before moving into the analysis there are a few comments I need to make about this portfolio.  The Einstein carries more cash than is customary as the owner faces educational expenses later […]

Einstein is the Sector BPI portfolio up for review this morning.  When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index.  The yield is up from 4.81% to 4.95% which places downward pressure on the Jensen. The owner of the Einstein will need to […]