Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor.  As readers will see in a moment, no securities are in “full bloom” at the moment.  Several are in Hold mode.  No Buy options are showing up when the investing model is set […]

Einstein is the growth portfolio up for review this morning.  I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly.  Therefore, I’ll skip directly to the security recommendations worksheet and omit the investment quiver worksheet.

Einstein is the Relative Security or Relative Momentum portfolio up for review this morning.  For those using the Kipling spreadsheet, Yahoo changed something so the descriptions are not coming through.  The prices for the Einstein are current through the close yesterday (5/24/2023).  Since descriptions are missing I did not include the investment quiver.  Rather, I […]

Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA.  Of all the various models it is this style that requires the most decisions and software to manage the portfolio.

Einstein is the portfolio up for review this morning.  The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach.  The other is the Kepler.  As readers will see in a moment, these two portfolios use the full power of the Kipling spreadsheet and as a result are a […]