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Recent Blog Entry

McClintock Portfolio Review: 16 August 2022

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND).  Since SCHP is also … [Read More...]

Lifetime Membership

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. Lifetime membership is now available for $100 to new subscribers.  Below are the instructions to gain access to the Kipling spreadsheet.   Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make … [Read More]

Beginning Investors

Occam’s Razor and Investing

Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor?  The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to the 14th century Franciscan friar, William of Ockham.  Isaac Newton stated the Occam’s Razor another way with this rule. “We are to admit no more causes … [Read More...]

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Blog Archives

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr Leave a Comment

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing … [Read more]

Copernicus Portfolio Review: 11 August 2022

August 11, 2022 By Lowell Herr Leave a Comment

This morning we come to the Copernicus review or what I think of as the young investor portfolio.  The Copernicus is one, if not the easiest portfolio to manage.  My advice to the young investor, open an account with a brokerage firm such as Vanguard … [Read more]

Hawking Portfolio Review – 5 August, 2022

August 7, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is a low maintenance portfolio with the focus on "income" from a selection of Closed-End-Funds (CEFs). Over the past couple of months I have trimmed this back to a portfolio holding 25 of these Funds, each with a nominal … [Read more]

Rutherford Portfolio Review (Tranche 3): 5 August 2022

August 7, 2022 By HedgeHunter Leave a Comment

This week was mildly bullish for US equities: although prices were not able to push through the 417 level (grey dashed line) that has acted as support and resistance over the past 6 months. We are currently trading near the top of the upward … [Read more]

Bullish Percent Indicators: 5 August 2022

August 6, 2022 By Lowell Herr 9 Comments

What a difference 45 calendar days make in the U.S. Equities market.  From an over-sold condition, we now see several indexes and half the sectors are over-bought.  If you purchased Discretionary, Health, Industrial, Technology, or Utilities back in … [Read more]

Kahneman-Tversky Portfolio Review: 29 July, 2022

July 30, 2022 By HedgeHunter Leave a Comment

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio with a little diversification in that it is split into 2 portions with different look-back periods. The reason to consider different look-back periods is to get fast and slow … [Read more]

Rutherford Portfolio Review (Tranche 2): 29 July 2022

July 30, 2022 By HedgeHunter 5 Comments

With continuing high inflation and weak GDP numbers supporting concerns of a recession we naturally saw a strong week in the US equity markets :) As we can see in the above figure, the break-out from the downtrend channel that we saw last week was … [Read more]

Bullish Percent Indicators: 29 July 2022

July 30, 2022 By Lowell Herr Leave a Comment

Over the past two weeks the U.S. stock or equities market shifted from bearish to bullish.  We observe this when examining the large market indexes (top screenshot) as well as sectors (bottom screenshot) of the market.  How might one use this … [Read more]

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Portfolios coming up for review are:  McClintock and Gauss.  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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