Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the McClintock as the recommendation is to go with U.S. Bonds (BND). If this were a full review, I would do nothing as the current holdings are BND and … [Read More...]
Checking Up On McClintock: 5 October 2022
Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the … [Read more]
Looking In On The Pauling Portfolio: 4 October 2022
Last week I peeked in on a Dual Momentum™ portfolio and was surprised to see a Buy recommendation for U.S. Equities. This despite a declining market. As a result of this alert, I decided to look at each of the DM portfolios tracked here on the ITA … [Read more]
Rutherford Portfolio Review (Tranche 1): 30 September 2022
It was another down week for US equities with the S&P 500 down another ~2.5%: We closed the week just below the June lows (B) that raises the question as to whether this will hold as support and allow us to bounce into a Santa Claus rally to … [Read more]
Just Received My First Paycheck
I'm 25 years old and I just received my first paycheck. What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth … [Read more]
Bullish Percent Indicators: 30 September 2022
Last week Bullish Percent Indicators (BPI) identified buying opportunities within sectors of the U.S. Equities market. Will we see a repeat or continuation this week or have many of the buying opportunities passed? Follow along with … [Read more]
Franklin Portfolio Review: 29 September 2022
Franklin is the Dual Momentum™ portfolio up for review this morning. Since 11/30/2022, the Franklin has been one of the worst performing portfolios tracked here at ITA. It is not the model that is at fault, but rather due to the luck-of-review-date … [Read more]
What Is Working?
After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios. Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high … [Read more]
Rutherford Portfolio Review (Tranche 5): 23 September 2022
There is nowhere to hide or make money investing at the moment as US equities saw another 4.6% loss on the week: As I suggested last week we are now testing the lows of the year that were established in June. We are at the bottom of the downtrend … [Read more]
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