Einstein is one of several portfolios that need special attention as the performance has been less than stellar. The Einstein is new to the Asset Allocation model so we will need many months of operation to see how well it performs under a different management model. The portfolio is well diversified and the asset classes […]
Einstein Asset Allocation Portfolio Update: 16 September 2023
Einstein is undergoing major changes. 1) The investing model is transitioning over to the Asset Allocation model. 2) Funds were withdrawn for educational and personal expenses. 3) The asset allocation was adjusted to follow the David Swensen suggestions. More on this later. With all these changes it will be several months before we see how […]
Einstein Asset Allocation Portfolio Review: 5 August 2024
Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone. I purchased shares of VCR, VDE, and VGT for several portfolios this morning. And now for the Einstein update. As mentioned in several blogs back, the owner of […]
Einstein Sector BPI Portfolio Review: 24 May 2024
The Einstein portfolio poses particular problems and is an interesting test of the Sector BPI investing model. Details to follow. Due to the owner needing cash from this account in the near future, the Einstein will be managed differently.
Einstein Sector BPI Portfolio Review: 7 May 2024
Einstein is the Sector BPI portfolio up for review today and there are a few circumstances that impact this account. Readers might raise the question as to why the portfolio holds so much cash. Another event impacting the holdings is solely my mistake and it has to do with missing the buying opportunity for Telecommunications […]
Einstein Sector BPI Portfolio Review: 9 April 2024
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 […]
Einstein Sector BPI Portfolio Review: 19 March 2024
“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 Sector BPI Portfolio Review: 6 March 2024
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 […]