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 As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period.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 […]
Einstein Asset Allocation Portfolio Review: 5 November 2024
During this year (2024) several portfolios were shifted to the Asset Allocation investing model in an effort to return to my investing roots. The Einstein is one such portfolio. What I am attempting to do with these portfolios is to get each one close to the recommended percentage for each asset class. The percentage recommendations […]
Einstein Asset Allocation Portfolio Review: 18 October 2024
The investment model used by the Einstein takes me back to the 1960s when I was first learning about investing. The no-profit foundation I was part of for over 30 years used these same principles of Asset Allocation (AA). This AA investment model is advocated by William Bernstein and Richard Ferri, to name just two […]
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