My apologies for being a little slow with this month’s review of the Darwin Portfolio – I have been a little busy trying to get ready for the spinoff Options group. However, it isn’t too critical since I don’t intend to make any adjustments this month. The Darwin Portfolio is a small fully-invested portfolio that […]
Learning More About Options
This post is a follow-up to comments/requests made in response to my recent post on “Protecting Portfolio Performance” (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject – but understanding Options is nowhere near as difficult as learning how to make money trading Options – and this is difficult to teach. After discussions with Lowell, I […]
Rutherford Portfolio Review (Tranche 1): 8 April 2022
As I suggested/predicted last week (although I don’t rely on my predictions for my investment accounts) we saw a pullback in the price of US Equities over the past week: Although we have not yet broken out of the uptrend channel as defined by the heavy Aqua (upper) and Red (lower) lines I have drawn […]
Hawking Portfolio Review – 1 April 2022
The Hawking Portfolio is an “Income-focused” portfolio constructed from a pool of Closed-End-Funds (CEFs) and does not rely on continuous regular adjustments to manage – the plan is to simply re-invest the “income” generated (since this is not currently required to supplement other income streams) so as to promote geometric growth. However, occasionally I will […]
Rutherford Portfolio Review (Tranche 5): 1 April 2022
This was a mixed week for US Equities with the markets showing strength at the beginning of the week but weakening towards the end of the week: Although the above chart is a little messy, note what I would consider a valid “Gartley” harmonic pattern. Regular readers will be aware that I have been looking […]
Kahneman-Tversky Portfolio Review: 1 April 2022
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum portfolio that is split into a “slow” (Kahneman) portion and a “fast” (Tversky) portion based on long (252-day) and short (100- and 60-day) lookback periods for measuring momentum. Performance of the portfolio over the past 15 months looks like this: and is lagging the benchmark AOR […]
Rutherford Portfolio Review (Tranche 4): 25 March 2022
Last week I commented that we had just broken out of the recent downtrend channel (but maybe not far enough to feel confident that we were totally out of it) but this past week saw a continuation of the bullish “bounce”: and US equities ended the week with a strong ~6% gain, Maybe we will […]
Darwin Portfolio Review: 18 March 2022
The Darwin Portfolio is a basic “Core” portfolio of five ETFs that are adjusted only occasionally as allocations go out-of-balance based on Risk Parity requirements. Superimposed on this is a holding in volatility-base assets that is designed to act as a hedge in times of high uncertainty. The portfolio is also slightly leveraged at ~35% […]
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