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Recent Blog Entry

Kahneman-Tversky Portfolio Review: 2 June, 2023

The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) portfolio with a fast/slow (short look-back/long look-beack) twist. We'll look first at the performance to date: where we see that we are a little behind our AOR benchmark. So, we'll look first at the slow moving … [Read More...]

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Lifetime ITA Membership

To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  A Lifetime membership grants readers access to the … [Read More]

Beginning Investors

Occam’s Razor and Investing

This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the nebula from the inside, as the … [Read More...]

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Blog Archives

Kahneman-Tversky Portfolio Review: 2 June, 2023

June 5, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) portfolio with a fast/slow (short look-back/long look-beack) twist. We'll look first at the performance to date: where we see that we are a little behind our AOR benchmark. So, we'll … [Read more]

Darwin Portfolio Review: 2 June 2023

June 4, 2023 By HedgeHunter Leave a Comment

The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]

Hawking Portfolio Review: 2 June 2023

June 4, 2023 By HedgeHunter Leave a Comment

The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings … [Read more]

Rutherford Portfolio Review (Tranche 1): 2 June 2023

June 3, 2023 By HedgeHunter Leave a Comment

As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week's review of Tranche 5, I have "retired" Tranche 5 and adjusted the other 4 tranches to $19,000 each - or … [Read more]

Bullish Percent Indicators: 2 June 2023

June 3, 2023 By Lowell Herr Leave a Comment

Friday's strong market turned out to be a positive injection for the U.S. Equities market.  International ETFs benefited as well.  This reaction to the debt limit solution is reflected in the first screenshot below.  What is somewhat surprising is … [Read more]

Schrodinger Portfolio Review: 1 June 2023

June 1, 2023 By Lowell Herr Leave a Comment

The Schrodinger is an excellent portfolio to lead off June as it is a "no decision" portfolio designed for investors who have no interest in the workings of the stock market.  Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor … [Read more]

Bethe Portfolio Review: 30 May 2023

May 29, 2023 By Lowell Herr Leave a Comment

Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day.  This was a day to decorate graves, particularly of fallen war soldiers.  Small towns celebrated the day with a … [Read more]

Rutherford Portfolio Review (Tranche 5): 26 May 2023

May 28, 2023 By HedgeHunter 2 Comments

US Equities are still having a problem getting through the resistance zone at ~4200 level - despite the strong performance of techology stocks over the past week. The S&P 500 index (SPX) had a volatile week with a small gain: that keeps US … [Read more]

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General Investment News

Portfolios coming up for review are:  Carson, Pauling, Bethe, Millikan, and Franklin.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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