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You are here: Home / 2022 / Archives for August 2022

Archives for August 2022

Photographic Software Hints

August 29, 2022 By Lowell Herr 2 Comments

ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful.  Here are a few suggestions. I’ve been a Lightroom user from Version 1 on and it will be difficult to move away from Adobe,

Filed Under: Photography, Music Tagged With: Photography

Using Rotation Data in an Investment Strategy Model

August 27, 2022 By HedgeHunter 3 Comments

Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general clockwise rotation of momentum over time

Filed Under: Uncategorized Tagged With: Miscellaneous

Rutherford Portfolio Review (Tranche 1): 26 August 2022

August 27, 2022 By HedgeHunter 12 Comments

A bad week for US equities with a 3.8% weekly decline in prices: Most of the damage came on Friday following announcements from the Jackson Hole Economic Conference and we have tentatively broken through the lower

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Franklin Portfolio Review: 26 August 2022

August 25, 2022 By Lowell Herr Leave a Comment

  Franklin, one of the four Dual Momentum™ portfolios is up for review this morning and what a contrast in performance compared with the Kepler.  The Franklin struggled to show a positive IRR right out of the blocks as it

Filed Under: Franklin Portfolio, Dual Momentum Tagged With: Dual Momentum, Franklin Portfolio

Kepler Portfolio Review: 25 August 2022

August 25, 2022 By Lowell Herr 2 Comments

Of the five different investing models I use to manage and track portfolios here at ITA, the style requiring the most attention and decision making is known as Relative Strength or Relative Momentum.  The Kepler, up for review today, is such a portfolio.  Follow along

Filed Under: Kepler Portfolio Tagged With: Kepler Portfolio

Bohr Portfolio Review: 24 August 2022

August 24, 2022 By Lowell Herr 1 Comment

Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used to keep track of

Filed Under: Bohr Portfolio Tagged With: Bohr Portfolio

Schrodinger Portfolio Review: 22 August 2022

August 21, 2022 By Lowell Herr 2 Comments

Schrodinger is a portfolio for the busy worker who has either limited time to spend on investing or has no interest in the subject, yet understands the need to plan for the future.  Retirement may be 40 years away.  Now is exactly the time

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

Rutherford Portfolio Review (Tranche 5): 19 August 2022

August 20, 2022 By HedgeHunter 1 Comment

The markets took a breather this week. Although US equities remain well within their upward channel there was a pullback from near the top of the channel to the center: If prices continue the pullback we are likely to see support at ~417

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

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