Photograph: Taken at a distance and cropped.
Since the last review of the Einstein Portfolio, shares of HYG were sold so as to bring the bond/income asset class back into balance. Two asset classes are still out of the 25% Threshold range, but we are making good progress with the Einstein. One limit order is in place for International REITs. When the order is filled attention will move to the small-cap blend asset class.
The screen shot below shows how well the Einstein is performing, and it is doing very well. Particularly significant are the high values for the Sortino and Retirement ratios.