Three months ago I opened a simple two-legged option position in GLD (https://itawealth.com/is-inflation-risk-likely-to-increase-a-low-cost-option-strategy-for-possible-participation/). This position gave me the option to buy 100 shares in GLD at $120 ($12,000 value) before expiry in March 2021 (12 months away). It cost me $3,500 to acquire the position and this was my maximum risk. Over the past 3 […]
Rutherford Portfolio Review (Tranche 3) – 26 June 2020
This week we will review the Rutherford Portfolio with a focus on Tranche 3. This analysis can be compared with Lowell’s earlier post (https://itawealth.com/protecting-capital-using-rutherford-example/) using the same quiver of assets. First of all we check on recent performance: where we see the impact of last week’s weakness in the US equity markets. Checking holdings in […]
GLD Inflation Play – Option Position Update – 15 May 2020
Rather than adding updates at the bottom of my original post (https://itawealth.com/is-inflation-risk-likely-to-increase-a-low-cost-option-strategy-for-possible-participation/) I will start a new thread to avoid having to scroll down too much. The May 164 Calls that had been sold on this position expired on Friday. I might have watched until the close and let the options expire worthless but, with […]
Rutherford Portfolio Review (Tranche 1) – 8 May 2020
This week we focus on Tranche 1 of the Rutherford Portfolio, but first a look at recent performance: where we see that our conservative positions are holding steady with low volatility (and little progress in terms of returns). A reminder of current positions: shows that all tranches are currently “safely” invested in defensive positions in […]
Dirac Portfolio Review – 30 April 2020
Over the past month I have been re-populating the Dirac portfolio after the February sell-off. Unlike other portfolios, the Dirac is populated with individual stock rather than more broadly based ETFs. This results in more equity assets being identified as Buy candidates than we are seeing in other portfolios. At present, the portfolio looks like […]
Is Inflation Risk Likely to Increase? – A Low-Cost Option Strategy for Possible Participation
As long-time ITA members may recall I have often considered taking GLD (Gold) out of my investment “quivers”. The reasons for doing this would be because back-testing has shown that it’s inclusion has not really contributed to portfolio performance over the past ~13 years (pre 2008 recession). Also, GLD does not offer any “compensation”, in […]
Is the Use of Stop-Loss Orders a Good Strategy/Tactic?
Regular readers of this blog will know that I (personally) don’t like using stop-loss orders. The reason for this is that all the back-testing that I’ve ever done strongly suggests that long-term performance is degraded when using such orders. Also, I (again, personally) find it very annoying/frustrating when prices bounce immediately following the stop-loss order […]
Dividends
Since we are just about through the dividend season this post may be a little late in coming but, with a number of ITA subscribers indicating an interest in getting a better understand of the practical implications, I thought it might be useful to provide a brief description/explanation with a couple of examples from recent […]
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