On this last trading day of November the Einstein comes up for its monthly review. Overall, the portfolio is in good shape as all asset classes are within the 25% target limits set in the Dashboard of the TLH Spreadsheet.
Einstein Dashboard: The purpose of these Dashboards is to quickly show the Strategic Asset Allocation plan for the portfolio. In the case of the Einstein, we use all seventeen asset classes. I am considering adding an 18th asset class which I would classify as Special. A Special asset might include investments in energy, utilities, or even specialized individual stocks. Anything that falls outside the current seventeen (17) asset classes would go into the Special asset class. This possible addition to the Dashboard is still in the “consideration” bin.