Lee Schamp was kind enough to create a graph of Carson Portfolios. Here is the screenshot of the results. There was outlier data back in 11/30/2020 so I ran the IAM software again and made the correction. The dates were readjusted when I selected the smoothed curves. Not sure why that occurs. … [Read More...]
Carson Portfolio Graphs
Lee Schamp was kind enough to create a graph of Carson Portfolios. Here is the screenshot of the results. There was outlier data back in 11/30/2020 so I ran the IAM software again and made the correction. The dates were readjusted when I selected … [Read more]
Exam Grading System
This is not a blog post on investing. Take a break from portfolio updates and if you are science or math teacher, take notice as this is a somewhat unique method for evaluating exams. Before getting into the grading system, a brief … [Read more]
From The Beginning: 27 July 2020
Let's take it from the beginning. It is not unusual to receive an e-mail message stating how complex the ITA blog has become. Before the blog was hacked in the summer of 2013, I had categories set up like a college catalogue where there were 100, … [Read more]
Bullish Percent Indicators: 24 July 2020
Here is the current Bullish Percent Indicators for both the broad markets and U.S. equity market sectors. I have market data going back to 2005 and sector data back to 2012. The tables shown below provide approximately six months of information. … [Read more]
Factor Portfolio Construction: Searching for the “Holy Grail”
Before digging into the construction of this factor-based portfolio, let me recommend an excellent book on the subject. I've not found any volume to surpass "Your Complete Guide to Factor-Based Investing" by Andrew L. Berkin and Larry E. Swedroe. … [Read more]
Investing As A Beginner: Where To Start
One of the first moves, as a young investor, is to let The Golden Rule of Investing sink into the inner reaches of the brain. There is no substitute for this rule. None! Pay particular attention to the word -EARLY. The second rule of … [Read more]
Millikan As Example For Risk Controls
Friday is the regularly scheduled day to update the Millikan. This blog post is designed to walk readers through the process of how one controls portfolio risk using the Kipling spreadsheet. Risk management is an essential part of portfolio … [Read more]
GLD Options Inflation Play – 08 July 2020 Update
Three months ago I opened a simple two-legged option position in GLD (https://itawealth.com/is-inflation-risk-likely-to-increase-a-low-cost-option-strategy-for-possible-participation/). This position gave me the option to buy 100 shares in GLD at … [Read more]
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