Why Portfolio Einstein?

The goal of Portfolio Einstein is to help you make more money from your investment portfolio!

What Portfolio Einstein offers

You can find anything related to investment portfolios here including:

  • Specific investment portfolios.
  • Help on how to best implement portfolios.
  • Tools to help you manage your investments.
  • Commentary on portfolios.
  • Investing help.
  • Personal finance as it relates to investing.

The guy behind Portfolio Einstein

My name is Jon.

I started investing over 15 years ago and have traded (almost) every major financial instrument out there, including:

  • Stocks
  • Bonds
  • ETFs
  • Swaps
  • Futures
  • Options
  • CFDs

Over those 15 years, I have undertaken many strategies in order to beat the market, minimize volatility, maximize volatility, replicate an index, etc.

I may have made every possible investment mistake known to man! I’m therefore in a unique position to guide you away from those mistakes.

I’m absolutely addicted to data so portfolio tracking is right up my alley. I’m also addicted to personal finance. Oh and also cosmology, and psychology and technology (as in computers), and Lego, and human history, and personal improvement, and well…you get the point.

I’m also crazy about investing. It is a well that never runs dry.  In the past 15 years, I have read well over 250 books on investing. A small recommended sample can be found here.

On the academic side I hold 2 masters.,  a MSc. in Information Science and an M.A. in Science and Technology. I also studied of theololgy and linguistics. That all sounds fancy enough but formal education really only prepares you for learning. 

To me investing is so much more than seeing your money grow. It’s about learning about human nature, your own nature, predicting the future. It about learning to think long-term. You see everything when you dive into investing:

  • Greed
  • Sorrow
  • Pretentiousness
  • Overconfidence
  • Arrogance
  • Stupidity that you cannot make up
  • Cleverness that you cannot make up
  • disillusionment
  • Happiness
  • Hope
  • Lots of data
  • Complexity – and indeed a lot of unnecessary complexity!
  • Knowledge

I love it all.

And I hope you will too!

– Jon


By popluar request here are some of the tools and techonlogies that are in use on portfolioeinstein.com.
When portfolioeinstein.com tracked less than 100 portfolios everything was updated and maintained manually using Excel.
Now with over 800 (2020) portfolios I automate everything that I can.
Here are some of the tools I use:
  • WordPress
  • Excel
  • Google Sheets
  • SQL
  • Python
  • Rclone
  • VBA

In May 2020 I launched Portfolio Einstein Gold, Premium Portfolios. The 59 best performing portfolios with high and low-risk tolerance. 

The background for Portfolio Einstein Gold is that I want to continue building portfolioeinstein.com. For that to happen I either need more hours in the day or find a way to get paid for the work I put into portfolioeinstein.com. The first is not possible so while I would love to provide all this information for free it is not sustainable.

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