Normally, portfolio reviews are spread out over the month, but I got behind while on vacation so that is the reason for the second update today. As with the Curie, I will show the current Dashboard or asset allocation plan. Then I will present the optimization plan including all the constraints. First the current condition of the Kepler.
Unlike the Euclid, the Curie Portfolio is much closer to meeting the Strategic Asset Allocation (SAA) goals. This analysis will include the usual Dashboard and Performance Data, but in addition I’ve taken all the critical investments and set to optimizing what the QPP software projects is a better SAA. Follow along as there is a lot of material to wade through.
This material is not for publication elsewhere on the Internet.