It is again time to review the Einstein Portfolio and below is the Dashboard worksheet from the TLH spreadsheet. This screen shot lays out the Strategic Asset Allocation plan for the Einstein. Note how the percentages are skewed toward value and small-cap asset classes. We do not hold international bonds in this portfolio as it is not a very large portfolio.
The Dark Red background indicates the asset class is over 25% above the threshold target range and the Purplish background indicates the asset class is more than 25% below the threshold target. The Blue-Green coding indicates the asset class is in balance.
Limit orders were placed many weeks ago for the out-of-balance asset classes and we are patiently waiting for the market to readjust and pick up the orders.
Part of the Dashboard worksheet includes a rebalancing data table. Below we see what is required to bring every asset class into balance.