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Recent Blog Entry

Rutherford Portfolio Review (Tranche 5): 17 March 2023

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [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]

Critical Material

Serious Investors Benchmark Their Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In … [Read More...]

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Blog Archives

Rutherford Portfolio Review (Tranche 5): 17 March 2023

March 18, 2023 By HedgeHunter Leave a Comment

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [Read more]

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr 17 Comments

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr Leave a Comment

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read more]

Rutherford Portfolio Review (Tranche 4): 10 March 2023

March 11, 2023 By HedgeHunter Leave a Comment

It was a brutal week in the US equity markets with stocks down ~5% on the week: This has taken us below the 200-day Simple Moving Average (SMA) and other potential support levels at ~3940 and back into the 1 SD downtrend channel that started at the … [Read more]

Hawking Portfolio Review: 3 March, 2023

March 5, 2023 By HedgeHunter Leave a Comment

The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields … [Read more]

Kahneman-Tversky Portfolio Review: 3 March 2023

March 4, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) Portfolio that needs little adjustment/management. The choice is to invest in only one of three ETFs or move to Cash (or SHY). The only "complexity" comes from the fact that the portfolio … [Read more]

Darwin Portfolio Review: 3 March 2023

March 4, 2023 By HedgeHunter 2 Comments

The Darwin Portfolio is a risk-adjusted allocation model with volatility targeting used to determine how many shares of each asset to hold. The portfolio holds only 5 conventional, but diversified, asset classes plus a 10% holding in a volatility … [Read more]

Rutherford Portfolio Review (Tranche 3): 3 March 2023

March 4, 2023 By HedgeHunter Leave a Comment

Two really bullish days at the end of the week resulted in a ~2% gain in US Equities as measured by the S&P 500 Index: Although support at 3940 was tested at the beginning of the week there wasn't enough bearish sentiment to push prices below … [Read more]

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