The Einstein is due for an update even though the stock market is closed for Memorial Day – known as Decoration Day when I was a kid. It was the day for decorating graves.
As usual, we look at the asset allocation worksheet called the Dashboard. This worksheet is extracted from the TLH spreadsheet. Readers will see this portfolio is in good shape. With a few small purchases, we will have this portfolio completely in balance.
In the following screen shot we have the QPP analysis of the Einstein. Readers familiar with the critical data see that this asset allocation is nothing special. The portfolio metrics fall short of our goals with exception of the projected return. That 8.5% is strong based on the S&P 500 projection of 7.0% over the next year.