ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for hedgehunter

Kahneman-Tversky Portfolio Review: 3 March 2023

March 4, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) Portfolio that needs little adjustment/management. The choice is to invest in only one of three ETFs or move to Cash (or SHY). The only “complexity” comes from the fact that the portfolio is split into two portions

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Darwin Portfolio Review: 3 March 2023

March 4, 2023 By hedgehunter

The Darwin Portfolio is a risk-adjusted allocation model with volatility targeting used to determine how many shares of each asset to hold. The portfolio holds only 5 conventional, but diversified, asset classes plus a 10% holding in a volatility product (depending on whether volatility is expected to

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

Rutherford Portfolio Review (Tranche 3): 3 March 2023

March 4, 2023 By hedgehunter

Two really bullish days at the end of the week resulted in a ~2% gain in US Equities as measured by the S&P 500 Index: Although support at 3940 was tested at the beginning of the week there wasn’t enough bearish sentiment to push prices below this

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

Rutherford Portfolio Review (Tranche 2): 24 February 2023

February 25, 2023 By hedgehunter

As we approach the end of February we see that the apparent recovery in US equities may not be as strong as we may have thought. This week saw another drop of ~2.7% in the SPX (S&P 500 Index) from last week’s

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

Rutherford Portfolio Review (Tranche 1): 17 February 2023

February 19, 2023 By hedgehunter

My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections,  I will get back to my regular posting schedules. US equities closed relatively unchanged from last

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

Kahneman-Tversky Portfolio Review: 3 February 2023

February 8, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions – one that is relatively slow in reacting to changes in market conditions – the Kahneman portion – and one that reacts a little more

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 3 February 2023

February 4, 2023 By hedgehunter

US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out

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

Rutherford Portfolio Review (Tranche 3): 27 January 2023

January 29, 2023 By hedgehunter

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all

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

  • « Previous Page
  • 1
  • …
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025
  • Bohr Portfolio Review: 4 June 2025 June 4, 2025

Recent Comments

  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Franklin Portfolio Update: 8 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • What the Experts Say About Index Investing
  • Bullish Percent Indicator Data: 6 October 2023
  • Huygens Sector BPI Portfolio Review: 24 November 2023
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Kahneman-Tversky Portfolio Review: 3 July, 2024
  • Millikan Portfolio Update: 10 January 2023
  • Schrodinger Portfolio Review: 26 August 2024
  • Schrodinger Portfolio Review: 8 January 2024
  • Rutherford Portfolio Review (Tranche 1): 28 April 2023
  • Rutherford Portfolio Review (Tranche 3): 26 January 2024

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.