Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works “best” in all market conditions, and we don’t know what those conditions will be in the future, so it […]
Archives for 2023
Portfolio Performance Comparisons: 7 April 2023
Approximately once a month I post the following portfolio performance data table. Readers need to keep in mind that the data is a rolling look at portfolio performance and is based on the date shown in the third column from the right. Annual IRR data (third column from the left) is current as of April […]
Kahneman-Tversky Portfolio Review: 6 April 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio where we pick only one of three assets in our investment quiver (providing they have positive momentum relative to SHY – our “risk-free” benchmark fund). The only diversification here is that we split the portfolio and use a long-term (252-day) momentum look-back period for one half […]
Rutherford Portfolio Review (Tranche 3): 6 April 2023
In a holiday-shortened week US equities were relatively quiet but managed to close the week up ~1% from last week’s close: However price is still hanging around in that pendant pattern (defined by yellow boundary lines of the bearish and bullish 2 SD channels) and we still have no obvious reason to favor either a […]
Bullish Percent Indicators: 7 April 2023
There was brief action this week as Staples (VDC) moved into the over-bought zone on Wednesday. Thursday’s market action moved the BPI percentage back into the neutral zone. Since none of the four Sector BPI portfolios were holding any shares of VDC, no sell orders were placed. Overall, the U.S. Equities market, and that is […]
Copernicus Portfolio Review: 6 April 2023
Copernicus is the passively managed portfolio up for review this morning. This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA. As readers will recall, the Copernicus is populated with U.S. Equities and the philosophy is to never sell. Only save and […]
McClintock Portfolio Review: 4 April 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. The other is the Pauling. Based on current data, we have a new recommendation this morning as the DM model recommends International Equities. To include Emerging Market Equities I use VEU as the investable ETF to fill this asset class.
Rutherford Portfolio Review (Tranche 2): 31 March 2023
The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week’s close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend channels. We can expect to see a breakout in one direction or the […]
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