After a rough start on Monday, U.S. Equities bounced strongly for the rest of the week to again close at all-time highs: The weekly range was also a little unusual in that it was greater than the Expected Move as calculated from the Implied Volatility of Option prices. The weekly returns of ETFs in the Rutherford quiver are shown below: with the portfolio holding the following … [Read More...]
Rutherford Portfolio Review (Tranche 4) – 23 July 2021
After a rough start on Monday, U.S. Equities bounced strongly for the rest of the week to again close at all-time highs: The weekly range was also a little unusual in that it was greater than the Expected Move as calculated from the Implied … [Read more]
Bullish Percent Indicators: 23 July 2021
Before bringing up any of the Bullish Percent Indicators, also known as Point and Figure (PnF) graphs, I toggle my intuition meter. Is it going to be a bullish or bearish set of data? Friday's bullish market likely influenced my thinking as I … [Read more]
Galileo Portfolio Review: 1 July 2021
Galileo is the first portfolio to be reviewed in the second half of 2021. The Galileo is one of several Dual Momentum™ portfolios and thus far this investing model has been one of the most successful. In addition to doing quite well, DM portfolios … [Read more]
Bullish Percent Indicators: 18 June 2021
It has been several weeks since I last posted the Bullish Percent Indicator data. Just how much damage occurred this past week is another motivator to post this information. As you will see in a moment, this was a very poor week for U.S. … [Read more]
New to ITA Wealth Management?
Are you new to ITA Wealth Management? If so, here are a few hints to effectively use this blog site. Find the Category "Beginning Investors" and read that material. Use Category to find "Critical Material." Make use of the Search … [Read more]
Kepler Portfolio: An Interim Look – 4 June 2021
With the regularly scheduled review more than a week away, I am examining the Kepler to make sure the portfolio is closely aligned with the BHS recommendations. Caution is foremost in my thinking going into the summer months for two reasons. 1) … [Read more]
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the portfolio so … [Read more]
Galileo Portfolio Review: 1 June 2021
Galileo is the Dual Momentum portfolio up for review this morning. No changes are recommended as readers will see in a moment. Due to a tie some months ago, two (2) shares of VEU remain in the Galileo. These two shares are not worth selling so … [Read more]
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