Bullish Percent Indicators are flashing critical indicators after Friday’s selloff so pay attention, particularly to the sector section of this blog post. Of particular interest are these sectors. You will see why in a moment. These are not the only sector tickers so make your own decisions. Discretionary (VCR) Technology (VGT) Telecommunications (VOX) It is […]
Einstein Portfolio Review: 19 January 2022
The Einstein is a Relative Strength or what I think of as a Momentum Strength portfolio. While the investing model is similar to the Dual Momentum™ (DM) model in that the momentum market anomaly is used with both investing styles, the Einstein employs more ETFs for diversification purposes. In contrast to passive portfolios such as […]
Pauling Dual Momentum Review: 18 January 2022
Pauling is the Dual Momentum™ portfolio up for review this morning. As I write this blog post, futures are down. When futures are negative and I’m working on a DM portfolio that is 100% invested in U.S. Equities, the market direction is an alert signal that prices need to be updates not long after the […]
Copernicus: New Portfolio Launch – 17 January 2022
This is launch day for an entirely new portfolio, the Copernicus. This is a simple portfolio where there is only one investment, VTI. The idea behind this portfolio is to feed it with new dollars each month and to never sell. I’ve wanted to run such a portfolio for a long time and I am […]
Gauss Interim Review: 17 January 2022
The markets are closed today, this being the Martin Luther King Jr holiday. Since none of the portfolios were scheduled for their regular 33-day review, I decided to run an interim update of the Gauss. This is one of the Relative Strength or Momentum Strength portfolios. Others using a similar model are: Einstein, Kepler, Millikan, […]
The True Cost of Management Fees
Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts. Regardless, it is once more time to go through the mathematics of management fees. Let’s walk through an examples. Here are the critical assumptions to consider. I […]
Bullish Percent Indicators: 14 January 2022
While the following Bullish Percent Indicator (BPI) data is not used to manage any of the ITA portfolios, I keep thinking, how might one use this data to run a portfolio? One possibility is to set up a portfolio using Vanguard’s sector ETFs to form the investment quiver. Construct the initial portfolio by purchasing a […]
Galileo Dual Momentum Portfolio: 14 January 2022
There is no change in the Galileo recommendation. Continue to remain at the same level or 100% invested in VTI. While the following data is based on 1/13/2021 prices, I updated the Kipling this morning and there is no change in this Dual Momentum™ portfolio. Galileo Dual Momentum Recommendation Using the DM investing model and […]
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