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 […]
Einstein Asset Allocation Portfolio Review: 2 April 2025
Einstein is up for review this morning. This portfolio sports a simplified asset allocation model in that it holds only four securities and one (SHV) is included primarily as an interest bearing cash holding tank.
Einstein Asset Allocation Portfolio Update: 11 March 2025
Einstein is one of the lower performing portfolios, one of the reasons for moving the management style over to the Asset Allocation model. We are coming up on one year of this management model change. The improvement is gradual, but visible as readers will see from the following update.
Einstein Portfolio Update: 11 February 2025
Einstein is the portfolio up for review this morning. As mentioned in a prior blog post the owner of the Einstein needed educational funds at the wrong time based on market action. Selling shares in a down market is not conducive to producing good results. As a result, this portfolio is an under-performer whereas the […]
Einstein Portfolio Review: 16 January 2025
Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk. As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period. Bad timing is part of life so now […]
Einstein Asset Allocation Portfolio Review: 11 December 2024
The Einstein is one of ten Asset Allocation (AA) portfolios I track here on the ITA blog. Eight are reported on regularly and two of the ten include the Schrodinger and Copernicus. The Copernicus is a special breed as I am only using U.S. Equities with this portfolio so one would not consider it to […]
Einstein Asset Allocation Portfolio Review: 22 November 2023
Einstein is one portfolio where the investment strategy was disrupted several times over the last four to five years as there was a call for educational expenses at a time when the market was rising. As a result, performance is not what it should be. The goal is to now rebuild this portfolio over the […]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 7
- Next Page »
You must be logged in to post a comment.