“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 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 […]

Risk Drives Return – Charles Ellis In several cases the owner of a portfolio requires cash be available within a six months period.  The Einstein is one such account so this portfolio will not be fully invested.  Should all eleven sectors ever be oversold, this would require some adjustments in the percentage invested in each […]

Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for purchase so now is a good time to add these two additional securities to the investment quiver. […]

Einstein is another Sector BPI portfolio I’m updating today.  Since no sectors are oversold there are no transitions anticipated.  Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog.  That purchase does not show up in this analysis.

Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model.  This is an early review of the Einstein as I’m updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold sectors are fully populated and Trailing Stop Loss Orders (TSLOs) are set for […]