US Equities hit new all-time highs on Friday and closed the week ~1.3% higher than last week’s close: We are still in an upward trend channel after breaking the downtrend a little over two weeks ago and breaking above resistance at ~4545 last week. We’ll see if this trend continues or whether we roll over […]
Hawking Portfolio Review – 29 October 2021
The Hawking Portfolio, although holding more assets than other portfolios (~30) is easier to manage since the objective is to keep adjustments/trades to a minimum with no exit rules other than to use a 3 Standard Deviation TSLO order as “disaster” protection. Thus, the portfolio is essentially a Buy-And-Hold portfolio with the only requirement being […]
Kahneman-Tversky Portfolio Review: 29 October 2021
The Kahneman-Tversky portfolio is presently sitting with 100% in Cash after 1.65 Standard Deviation TSLO’s were hit on 4 October, shortly after the last review. The equity/performance graph looks like this: As we can see from the above screenshot this is the second time this year that TSLO’s have hurt the performance of this portfolio […]
Darwin Portfolio Review – 26 October 2021
The review date for the Darwin portfolio was 26 October and I did review/adjust the portfolio on that date – I’ve just been a little bit slow in writing this post. On 26 October my workbook was looking like this: suggesting the allocations shown on the bottom row for the ETFs comprising my “core” holdings. […]
Rutherford Portfolio Review (Tranche 1) – 15 October 2021
It was an active week in the US Equity markets with the SPX (S&P 500 Index) closing up ~1.8% from last week’s close and outside the weekly Expected Move as calculated from the Implied Volatility of Option prices: As we can see in the above screenshot we broke out of the downward trend channel on […]
Thoughts on “Dividend Income Investing” and other Philosophical Topics.
In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the time on this site – no single system will perform better than […]
Rutherford Portfolio Review (Tranche 4) – 01 October 2021
It was another week of relatively high (>20%) volatility in US equity markets: After a quiet day on Monday, Tuesday started with a gap down on the open and a significant drift lower for the remainder of the day resulting in a close significantly outside the weekly Expected Range as calculated from Options’ Implied Volatility. […]
Dirac Portfolio Review – 30 September 2021
The Dirac Portfolio is the only portfolio reviewed on this site that holds individual stocks rather than multi-stock funds. Performance to date looks like this: and recent performance, although in a draw-down, has been better than the benchmark SPY fund as 1 Standard Deviation TSLOs have been hit. The current portfolio quiver looks like this: […]
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