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Recent Blog Entry

Maintaining Risk Ratios: Camtasia Video Available

Portfolio managers interested in maintaining Risk Ratios within the Kipling spreadsheet will find a "Camtasia" in this YouTube video. I'm not sure why the software did not show my cursor movement.  If this video is not sufficiently clear and you need more help I can rework this video. Lowell … [Read More...]

Library

Library

This investment library includes links to critical past posts that readers may have missed.  For example, number one on the list is the first of many articles showing the importance of momentum investing. The Feynman Study Books The Rutherford Portfolio The Schrodinger Portfolio The Golden Rule of Investing Goofus vs. Gallant Beginning Investors Critical Material Dual … [Read More]

Pauling

Millikan and Pauling Portfolios Coming Soon

Schwab clients will be pleased to know that two new portfolios are coming within a week.  The Pauling will follow the Tranche Momentum Model with the possibility a switch will occur when the Linear Regression Slope Model becomes available.  The Millikan will be managed using the Dual Momentum Model.  One of the goals for these two portfolios is to limit the number of ETFs and to … [Read More...]

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Maintaining Risk Ratios: Camtasia Video Available

January 21, 2021 By Lowell Herr 1 Comment

Portfolio managers interested in maintaining Risk Ratios within the Kipling spreadsheet will find a "Camtasia" in this YouTube video. I'm not sure why the software did not show my cursor movement.  If this video is not sufficiently clear and you … [Read more]

Size and Style Factor Breakdown of US Equity Markets

January 17, 2021 By HedgeHunter 2 Comments

As a follow-up to Lowell's review post of the Bethe portfolio I thought readers might be interested in a closer look at the relative performance of the Size and Style factors within the US Equity markets. The Size factor can be broken down into … [Read more]

Rutherford Portfolio Review (Tranche 1) – 8 January 2021

January 9, 2021 By HedgeHunter 1 Comment

2021 has started off strongly with the S&P 500 (as represented by SPY) hitting new all-time highs and closing near the ~$380 potential resistance level that I identified last week: This looks like a relatively strong area of potential … [Read more]

Dirac Portfolio Review – 31 December 2020

January 3, 2021 By HedgeHunter 6 Comments

The Dirac Portfolio is my best performing portfolio for 2020 and is up 32% since inception at the beginning of the year: The portfolio differs from other portfolios reviewed on this site since it is built from a quiver of individual stocks rather … [Read more]

Happy New Year

December 31, 2020 By Lowell Herr 2 Comments

Happy New Year   It seems as if this one took a long time coming. We always celebrate the New Year using Eastern Standard Time so we don't need to stay up until midnight Pacific Standard Time. Be sure to have a pork and sauerkraut … [Read more]

Portfolio Construction For 2021

December 26, 2020 By Lowell Herr 4 Comments

Seventeen portfolios are currently in the ITA stable as we move into 2021.  Below are brief descriptions of the seventeen portfolios and they break into four major groups.  The look-back trio are actually Dual Momentum portfolios that are part of an … [Read more]

Options Corner – 2 December 2020

December 2, 2020 By HedgeHunter 2 Comments

November Options expired on 20 November with all Options expiring Out-Of-The-Money (OTM) allowing me to keep the net credits received. However, with SPY closing above the $360 resistance level 3 days in a row last week I chose to buy back the 355/360 … [Read more]

Bullish Percent Indicators: 27 November 2020

November 28, 2020 By Lowell Herr 1 Comment

This was a bit of a mixed week for the Bullish Percent Indicators.  Both the NYSE and NASDAQ indexes moved up.  I consider this to be the most significant news for the week.  The DJIA remained static as did the DJTA. Index BPI With most of the … [Read more]

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Most Popular Posts

  • Dirac Portfolio Review – 31 December 2020 (262)
  • Understanding The New Kipling Spreadsheet (216)
  • Portfolio Construction For 2021 (168)
  • Asset Allocation Feature of the Kipling Spreadsheet (158)
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  • Sample Carson IRR Comparisons (113)
  • Kepler ETF Rankings (111)
  • Is The Dual Momentum System Broken? (107)
  • Seasonality: Sell in May and Go Away (90)
  • Bullish Percent Indicators: 27 November 2020 (87)

General Investment News

Portfolios coming up for review are:  Galileo, Einstein, and Pauling.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.

Random Posts

  • Options Corner – 19 September 2020
  • Bullish Percent Indicators: Tech Stocks Down
  • How “Robust” is the ITA Wealth Momentum Strategy? – Part 5
  • Suggestions for Reducing Portfolio Churning
  • Taxes and the Dual Momentum Model
  • Taking Advantage of High Option Volatility – A Hedge for the Rutherford Portfolio
  • Kahneman-Tversky Portfolio Review – 28 June 2019
  • Millikan and Pauling Portfolios Coming Soon
  • Robo Investing With Weisskopf
  • Reworking The Investment Quiver

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