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Rutherford Portfolio Review (Tranche 2): 24 June 2022

It was a bullish week in US equity markets with prices up over 6% week-over-week and 3% on Friday alone: This took price outside of the weekly Expected Move (as determined from the Implied Volatility of Option prices) and approaching the top of the current bear channel. While the move in US equities was impressive, it only came in second place when viewed in comparison with other asset … [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]

Portfolio Management

Preparing For Next Week

The following material is posted so Platinum members can prepare for the coming week of investing.  I'll begin with the Efficient Frontier. Efficient Frontier:  I set this portfolio up in such a way that the allocations came close to matching the optimizer recommendations.  That is why the diamond dot approximates the red dot location. Rankings:  Here we have the ranking of the core ETFs … [Read More...]

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Rutherford Portfolio Review (Tranche 2): 24 June 2022

June 26, 2022 By HedgeHunter Leave a Comment

It was a bullish week in US equity markets with prices up over 6% week-over-week and 3% on Friday alone: This took price outside of the weekly Expected Move (as determined from the Implied Volatility of Option prices) and approaching the top of … [Read more]

Bullish Percent Indicators: 24 June 2022

June 25, 2022 By Lowell Herr Leave a Comment

This past week was very strong for U.S. Equities and it raises the question - did we hit the market bottom?  That seems unlikely with high inflation, but rather than make any predictions, let us check the Bullish Percent Indicator percentages.  The … [Read more]

Darwin Portfolio Review: 17 June 2022

June 19, 2022 By HedgeHunter Leave a Comment

The Darwin is a "Core" portfolio of  five assets that is adjusted periodically to maintain risk parity as asset volatilities change. This is supplemented by a 10% position in a volatility ETF for a little diversification. The portfolio is also … [Read more]

Rutherford Portfolio Review (Tranche 1): 17 June 2022

June 18, 2022 By HedgeHunter Leave a Comment

It was a brutal week in US equity markets with indices down ~6% on the week: We may see technical support at ~360 (SPY) - that would represent a 25% decline on the Year-To-date (YTD). This is not the first time that we have seen 6% weekly price … [Read more]

Bullish Percent Indicators: 17 June 2022

June 18, 2022 By Lowell Herr 1 Comment

What information can be gleaned from index and sector Bullish Percent Indicators (BPI)?  As mentioned in prior blog posts, BPI data does not play a major role in portfolio management until we witness over-sold percentages as readers can decode in the … [Read more]

Portfolio Management In A Volatile and Bearish Market

June 13, 2022 By Lowell Herr Leave a Comment

Portfolio Management Guidelines Inflation and rising interest rates are throwing sand in the gears of the equities market all over the globe.  Bonds are not doing much better so what is an investor to do in this uncertain market?  While I don't … [Read more]

Rutherford Portfolio Review (Tranche 5): 10 June 2022

June 11, 2022 By HedgeHunter Leave a Comment

Last week we were looking at what looked like a breakout of the downtrend channel and a possible change to a positive trend (blue regression channels in the following screenshot): This still looked like the case for the first two days of the week … [Read more]

Bullish Percent Indicators: 10 June 2022

June 11, 2022 By Lowell Herr 5 Comments

Bullish Percent Indicator (BPI) data is only published when I feel there is critical information essential to readers of ITA Wealth Management.  This is such a week as Friday's selloff did not do as much damage to the U.S. Equities market as one … [Read more]

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Portfolios coming up for review are:  Huygens, Galileo, Carson Trio, and Einstein.  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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