In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: "Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias … [Read More...]
Response to Comments made by ITA member (John Shelton)
In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: "Thx for the very gloomy report. From a psychological … [Read more]
Darwin Portfolio Review: 21 January 2022
The Darwin Portfolio is a five-asset "Core" Risk parity portfolio (à la Ray Dalio) with a separate Volatility component added for diversity. After adjustments the portfolio looks like this: with recommended holdings for the "Core" portion … [Read more]
Bullish Percent Indicators: 21 January 2022
Bullish Percent Indicators are flashing critical indicators after Friday's selloff so pay attention, particularly to the sector section of this blog post. Of particular interest are these sectors. You will see why in a moment. These are not the … [Read more]
Einstein Portfolio Review: 19 January 2022
The Einstein is a Relative Strength or what I think of as a Momentum Strength portfolio. While the investing model is similar to the Dual Momentum™ (DM) model in that the momentum market anomaly is used with both investing styles, the Einstein … [Read more]
Pauling Dual Momentum Review: 18 January 2022
Pauling is the Dual Momentum™ portfolio up for review this morning. As I write this blog post, futures are down. When futures are negative and I'm working on a DM portfolio that is 100% invested in U.S. Equities, the market direction is an alert … [Read more]
Copernicus: New Portfolio Launch – 17 January 2022
This is launch day for an entirely new portfolio, the Copernicus. This is a simple portfolio where there is only one investment, VTI. The idea behind this portfolio is to feed it with new dollars each month and to never sell. I've wanted to run … [Read more]
Gauss Interim Review: 17 January 2022
The markets are closed today, this being the Martin Luther King Jr holiday. Since none of the portfolios were scheduled for their regular 33-day review, I decided to run an interim update of the Gauss. This is one of the Relative Strength or … [Read more]
The True Cost of Management Fees
Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts. Regardless, it is once more time to go through the mathematics of management fees. Let's walk … [Read more]
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