Reviewing portfolios such as the Einstein can be considered a tedious task, or one might accept it as a challenge to see if one can improve the asset allocation plan. A change is coming to this portfolio. Platinum readers will note the change in the Dashboard worksheet as I am preparing to add international bonds to the Einstein. Where will the percentage come from to populate this new asset class? Reduction will come from the Blend asset classes. Selling off Small-Cap Blend is the first move. This change is not a Tactical Asset Allocation move. Rather, it falls into the category of a Strategic Asset Allocation shift.
July 25, 2011 by