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You are here: Home / Archives for Einstein

Einstein Portfolio Review: 8 May 2025

May 9, 2025 By Lowell Herr

The Einstein portfolio is a recent entry into the Asset Allocation management model.  The shift was made to improve performance as this has been a struggling portfolio.  One major problem with the Einstein is that monies were withdrawn for educational purposes and these withdrawals occurred at times that definitely stunted growth.  Those withdrawal days are […]

Filed Under: Einstein Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Einstein

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