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You are here: Home / Archives for 2024

Archives for 2024

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options – two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the portfolio is that

Filed Under: Kahneman-Tversky Portfolio

Bullish Percent Indicators: 9 August 2024

August 11, 2024 By Lowell Herr

Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information.  This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone.  With the market rebound after the dramatic draw-down, only Energy remains

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets – but, it was far from that, with a dramatic pullback on Monday followed by a full

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

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this model

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Hawking Portfolio Review: 2 August, 2024

August 5, 2024 By hedgehunter

July dividend distrubutions are in and ~$1,000+ “Income” is available for re-investment since I don’t need the “income”. Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently under-allocated and, maybe, ready to bounce so

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

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model

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

Rutherford Portfolio Review (Tranche 2): 2 August 2024

August 3, 2024 By hedgehunter

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new

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

Rutherford Portfolio Review (Tranche 1): 26 July 2024

July 28, 2024 By hedgehunter

This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a bullish trend

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

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