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You are here: Home / 2017 / Archives for May 2017

Archives for May 2017

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 to provide an indication of whether momentum is increasing (accelerating) or decreasing (decelerating – negative acceleration) at the […]

Filed Under: Critical Material, Spreadsheets Tagged With: Spreadsheets

Is There an Advantage in Splitting a Portfolio into Tranches? – Part 4: Combining Momentum with Strategic Asset Allocation (SAA)

May 11, 2017 By hedgehunter

In previous posts in this series I have used equal (dollar) weighting to determine fund allocations to selected qualifying assets. When Lowell first started this blog (and before I corrupted it with momentum ? ) it was focused directly on passive (Buy and Hold) investing (with maybe occasional rebalancing) of portfolios containing selected assets with […]

Filed Under: Tranche Investing Tagged With: Tranche Momentum

Over-Valued Market: Four Critical Indicators

May 6, 2017 By Lowell Herr

Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time.  Today’s post (Part 2) is an update and review of that information.  U.S. Equities have not cooled off since March of 2009.  The following data from ReSolve Asset Management analysts lays […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter

May 4, 2017 By Lowell Herr

In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top 3 groups of the REDA rankings. In this post I will again use the REDA group classifications but will add an entry filter requiring […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

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