Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen portfolios are reviewed at least every 33 calendar days. Several, such as the Carson, are updated each week. To learn more about the details of the … [Read More...]
ITA Portfolios: Breaking The Models Into Groups
Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen … [Read more]
Hawking Portfolio Review: 2 December, 2022
The Hawking Portfolio is an income generating portfolio that needs very little management other than to re-invest dividends to support geometric growth in returns. Performance to date (including November dividend payments) looks like this: ... well … [Read more]
Carson Portfolio Update: 5 December 2022
New readers need a bit of education regarding the Carson portfolio as it is now operating under a new management model. For several years I ran a test on three different models available within the Kipling spreadsheet. These go by BHS, HA, and … [Read more]
Kahneman-Tversky Portfolio Review: 2 December, 2022
The Kahneman-Tversky (K-T) Portfolio is the simplest portfolio that I review on this site. It is a simple Dual Momentum (DM) portfolio with the option to allocate funds to only one asset from a quiver of three. The only slight twist is that the … [Read more]
Darwin Portfolio Review: 2 December 2022
Last week I took an early look at the Darwin Portfolio and, while I don't like to change too many parameters for these reviews (so as to provide a reasonable example of performance that might be expected from use of the various models used), I … [Read more]
Rutherford Portfolio Review (Tranche 5): 2 December 2022
Although US equities tried to reverse direction at the beginning of the week, Fed Chairman Powell boosted investor confidence on Wednesday suggesting that rate hikes might be lower than expected. Equities bounced strongly on the announcement and … [Read more]
Bullish Percent Indicators: 2 December 2022
December BPI data opened up with a strong equities market. When I first started publishing Bullish Percent Indicator data a few years ago the following information was not used to manage any portfolios. BPI data was only used to give readers an … [Read more]
Bullish Percent Indicators: 25 November 2022
With the advent or launching of the Carson portfolio, the following Bullish Percent data takes on added significance as I am using the sector BPI data to make buy and sell decisions. Follow along and watch how the Carson integrates with the sector … [Read more]
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