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Recent Blog Entry

Bullish Percent Indicators: 26 February 2021

It has been several weeks since I last posted any information on Bullish Percent Indicators (BPI).  BPI is also known as Point and Figure (PnF) charting.  Several "anomalies" pop up this week due to the unusual volatility.  This happens when action on Friday deviates from the overall moves of the week. The first table examines seven major indexes.  Pay most attention to the NYSE and NASDAQ as … [Read More...]

Lifetime Membership

Lifetime ITA Membership

Lifetime Platinum membership now available for $100.  Here are the instructions.  Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make out a $100 check to Lowell Herr.  Mail to the Moss Street address shown below or have your bank send an "electronic check" to this same address.  Signup as a Guest member so you can be elevated to the … [Read More]

Dual Momentum

Dual Momentum Over Past Year – February 2020 – February 2021

This coming week two Dual Momentum portfolio are scheduled for a complete review.  Those two portfolios are:  Galileo and Pauling.  For investors interested in more information on the Dual Momentum model, I've written a number of articles on this model over on Seeking Alpha.  Here is one link that provides readers with a good start on the subject, although reading Gary Antonacci's not inexpensive … [Read More...]

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Blog Archives

Bullish Percent Indicators: 26 February 2021

February 27, 2021 By Lowell Herr 2 Comments

It has been several weeks since I last posted any information on Bullish Percent Indicators (BPI).  BPI is also known as Point and Figure (PnF) charting.  Several "anomalies" pop up this week due to the unusual volatility.  This happens when action … [Read more]

Constructing The Family Portfolio

February 25, 2021 By Lowell Herr Leave a Comment

This is old material for long-time readers, but may be new to folks who have joined ITA in the last six months.  If you have been following this blog for some time you know there are numerous models explained and reviewed here on a regular (monthly) … [Read more]

Dual Momentum Over Past Year – February 2020 – February 2021

February 20, 2021 By Lowell Herr 2 Comments

This coming week two Dual Momentum portfolio are scheduled for a complete review.  Those two portfolios are:  Galileo and Pauling.  For investors interested in more information on the Dual Momentum model, I've written a number of articles on this … [Read more]

Schrodinger Portfolio Review: 18 February 2021 – Robo Advisor Account

February 18, 2021 By Lowell Herr 2 Comments

While the Schrodinger is an asset allocation portfolio, it is a special type in that the owner does nothing except invest money and specify the stock/bond ratio.  If I recall correctly, this portfolio is approximately 70% stocks, 20% bonds, and … [Read more]

Sample Carson IRR Comparisons

October 30, 2020 By Lowell Herr 15 Comments

Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios?  I have access to all the data through October of this year and I can generate a similar table for the … [Read more]

Reworking The Investment Quiver

September 25, 2020 By Lowell Herr 6 Comments

With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio.  Think through … [Read more]

Dirac Portfolio Review – 31 August 2020

August 31, 2020 By HedgeHunter 8 Comments

I'm reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due.  We'll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) … [Read more]

Absolute Acceleration

May 22, 2017 By HedgeHunter

Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]

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General Investment News

Portfolios coming up for review are:  McClintock, Bohr, and Gauss.  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.

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