Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND). […]
Millikan Portfolio Review: 8 August 2022
This week three different investing models are scheduled for review. The Millikan, reviewed in this post, is known as a Relative Strength or Relative Momentum portfolio. Later in the week I will update the Copernicus, a strictly U.S. Equity portfolio with a “no sell” policy. The third investing model to be reviewed is the Bethe. […]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can cancel at anything so you do not receive any notifications. Once I […]
Kepler Portfolio Review: 22 July 2022
Kepler is one of several Relative Strength (RS) or Relative Momentum portfolios. In addition, it continues to be one of the top performing portfolios tracked here at ITA Wealth Management. Of the various investment models, RS models require more decisions that the other models followed here at ITA. If you wish to back test Relative […]
Schrodinger Portfolio Review: 21 July 2022
The often touted Schrodinger is again up for review. I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models. As a result, one can use the Schrodinger or a similar Robo Advisor portfolio as a management benchmark. How are the […]
Bohr Portfolio Review: 21 July 2022
Bohr is one of the easier portfolios to manage once it is set up with Closed-End-Funds. Why is this so? This is a Buy & Hold portfolio were dividends and new cash are used to purchase more shares. The plan is to sell no shares so one-half of decision making is removed. This portfolio operates […]
McClintock Portfolio Review: 14 July 2022
McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management. Momentum is one of the five factors included in the Fama-French Five-Factor Model. It is not fully understood why momentum is such an important market anomaly and why it works. But it does and that is why I highly recommend a […]
Kepler Portfolio Review: 17 June 2022
Kepler is one of several Relative Momentum portfolio tracked here at ITA. Next week one Income and two Dual Momentum™ portfolios are scheduled for review. As readers will see in the first screenshot, the Kepler holds a considerable percentage in cash, not a bad position to be in during this bear market. When specific sectors […]
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