No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV.
Einstein Portfolio Review: 30 September 2025
Einstein is an Asset Allocation portfolio that is in a rebuilding phase. As readers will recall, assets from this portfolio were required for educational purposes. Money was withdrawn at a time when the market was moving up so positive growth opportunity was lost. For a young investor this is an important lesson to learn. Many […]
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 […]
Einstein Portfolio Review: 29 August 2025
The Einstein portfolio is likely the last account to be updated in August. This morning I sold shares of VOO and SCHD and invested in short-term treasuries, SHV. I also place a buy order for a few shares of SCHD at 5% below the current price. As dividends and new cash come in I will […]
Einstein Portfolio Review: 30 July 2025
Einstein is similar to the Bethe portfolio, posted earlier today. This will be a quick analysis as the rebalancing process is similar. The Einstein is in a state of rebuilding after significant withdrawals were made to cover educational expenses.
Einstein Portfolio Review: 18 July 2025
Einstein is in the rebuilding stage after experiencing several withdrawals for educational purposes. The owner recently added cash. More shares of SHV were purchased and there is currently a limit order in place to purchase one more share of VOO.
Einstein Portfolio Review: 11 June 2025
Einstein, one of the truncated asset allocation portfolios, is up for review today. Since the last review shares of SCHG were sold and reinvested in SHV. The move is designed to protect capital during this period of chaos and uncertainty. The third and fourth quarters of 2025 will provide more information as to what effect […]
Einstein Portfolio Review: 21 May 2025
Einstein is one of several portfolios using a truncated Asset Allocation investing model. This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course. As with many of the other ITA portfolios, I am taking a cautious approach and that is the reason for setting Trailing Stop […]
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