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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 […]
Einstein Portfolio Update: 14 July 2026
What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings […]
Einstein Portfolio Review: 17 June 2026
Einstein is the “Financial Repression” portfolio up for review this morning. If you are prevented from reading this blog post, register as a Guest (free) and wait for me to upgrade your Guest membership to Platinum. The blog is free to all readers. And now to the analysis of this portfolio that has been a […]
Einstein Portfolio Review: 20 May 2026
Near the end of this blog post I gave ChatGPT this command or request. “Create a 10 to 15 investment portfolio using ETFs where the portfolio is designed to withstand Financial Repression.” The detailed response is given following this request. The Einstein already holds many of the ETFs recommended in the AI response. If readers […]
Einstein Asset Allocation Portfolio Review: 20 April 2026
Einstein is a basic asset allocation portfolio that is diversified all over the globe. VTI and RSP cover U.S. Equities while VEA and VWO are the international ETF exposures. This is one of several portfolios owned by an individual who has been providing educational support and those tuition withdrawals seem to come at times when […]
Einstein Portfolio Review: 24 March 2006
Einstein is the portfolio up for review. Einstein continues to be one of the poorest performing portfolios as the owner is funding graduate education resulting in money moving out of the portfolio at critical times.
Einstein Recession Resistant Portfolio Review: 27 February 2026
Einstein is the last portfolio to be reviewed in February. The current asset allocation is designed to be recession resistant while still providing some room for capital appreciation. The portfolio is not completely in balance, but should be in another month or so, depending on price changes.
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