This week we focus on possible adjustments that might be made in Tranche 1 of the Rutherford Portfolio. As usual, a quick look at recent performance: where we see continued growth in portfolio value ahead of our benchmark VTTVX Fund. We next check on current holdings: where we see that Tranche 1 is holding positions […]
Impact of Key Parameters in the Kipling Workbook
I recently received the following question from ITA member Jim Hotvedt: “How sensitive should rankings be using the BHS model with BL/SH set to “Yes”? I get the exact same rankings (top 4) with the Buy Low/Sell High Period set to 10, 20, 30, and 60. My other settings on the Menu tab are LR1=60, […]
New Position in GLD (as a longer term inflation play)
In a recent update to my Option position in GLD (Gold) (https://itawealth.com/gld-options-inflation-play-08-july-2020-update/ review_id=36776&preview_nonce=8e7f8d1f64&_thumbnail_id=36780&preview=true) I described how I have adjusted the position so as to free up ~$2,800 that can be used to add to the position without increasing total risk to more than $3,500. This post shows the new position that I have added that […]
Dirac Portfolio Review – 31 July 2020
The Dirac is the most aggressive portfolio reviewed on this site being composed of single stocks rather than ETFs. So, let’s take a look at performance to date: where we see a significant out-performance of our benchmark SPY (S&P 500) Index with the portfolio up over 20% YTD despite the March pullback. Let’s remind ourselves […]
GLD Options Inflation Play – 08 July 2020 Update
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 […]
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