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Recent Blog Entry

Copernicus Portfolio Update: 14 May 2022

This is a quick update of the Copernicus, an equity only portfolio.  The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market.  Add money when available and use that cash to purchase shares of ESGV or VTI.  Avoid selling.  Only add to existing shares and let the market run. Copernicus Security Recommendation The only reason for … [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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Copernicus Portfolio Update: 14 May 2022

May 16, 2022 By Lowell Herr Leave a Comment

This is a quick update of the Copernicus, an equity only portfolio.  The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market.  Add money when available and use that cash to purchase … [Read more]

Rutherford Portfolio Review (Tranche 1): 13 May 2022

May 14, 2022 By HedgeHunter Leave a Comment

It was another losing week in the US equity markets with the S&P 500 closing the week ~2.4% lower: We broke below the 400 level briefly at the beginning of the week but closed the week essentially sitting right on this potential support level. … [Read more]

McClintock Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr Leave a Comment

McClintock is one of four Dual Momentum™ portfolios tracked at ITA.  This investing model is designed to protect capital.  How well is this portfolio meeting this goal.  While the Schrodinger lost approximately 6.0% in April, the McClintock decline … [Read more]

Schrodinger Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr 2 Comments

The Schrodinger is the Robo Advisor or computer managed portfolio.  Schwab calls it an intelligent portfolio.  This period of market volatility is an excellent test to see how this Buy-Hold-Rebalance portfolio is performing compared to other … [Read more]

Rutherford Portfolio Review (Tranche 5): 6 May 2022

May 8, 2022 By HedgeHunter 1 Comment

An unusually wide range week in US equities with the SPX trading in a 4050-4300 point (6%) range - but, at the end of the week, we closed down only ~0.25% from last week's close: Nevertheless, we are still in the downtrend channel that I drew ~1 … [Read more]

Hawking Portfolio Review – 3 May 2022

May 6, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is an income generating portfolio of CEFs and requires very little management other than to re-invest the dividends in underweight funds so as to promote geometric growth. Dividend distributions for April are now in and the … [Read more]

Kahneman-Tversky Portfolio Review: 29 April 2022

April 30, 2022 By HedgeHunter Leave a Comment

The Kahneman-Tversky is a Dual Momentum (DM) portfolio that is split into two portions - one using a long look-back (slow) period and one using a shorter term (fast) look-back periods to measure momentum. Performance over the past 16 months looks … [Read more]

Rutherford Portfolio Review (Tranche 4): 29 April 2022

April 30, 2022 By HedgeHunter Leave a Comment

The 420 price level has been a strong and significant support level for SPY (representing US Equity markets) a number of times in the first four months of 2022: However, after an attempted bounce on Thursday, SPY sold off on Friday afternoon to … [Read more]

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Portfolios coming up for review are:  Kepler, Bohr, and Franklin.  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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