In response to a question raised by an ITA Platinum member, I’ll attempt to answer how the Asset Allocation option works within the Kipling spreadsheet. I asked HedgeHunter to add this feature to the Kipling. The whole concept of building a portfolio around the idea of asset allocation is an old one and it is […]
Anticipating Pauling Portfolio Adjustments
When the McClintock portfolio comes up for a complete review on Monday, the Pauling and Franklin will also undergo rebalancing as these three portfolio are in competition with the Schrodinger portfolio. This blog is a forward look of what readers may anticipate for the Pauling.
Bullish Percent Indicators: 6 March 2020
If you ever tuned a Nuclear Magnetic Resonator or viewed the spectrum of a ringing gong, you have an idea of the ups and downs of the U.S. Equities market this past week. While the “ringing” does not show up in the following tables, it was visible when I checked the Point and Figure (PnF) […]
Bullish Percent Indicators: 28 February 2020
This was not the smartest week to be on the road and away from an array of investing tools. Nevertheless, here we are with a market that reminds me of October 1987. The two following Bullish Percent Indicator tables show just how bad this week was for U.S. Equities. Index BPI Since I’ve been keeping […]
Bullish Percent Indicators Update: 21 February 2020
Several weeks passed since I last posted Bullish Percent Indicator or Point and Figure (PnF) data. Changes are minor among the major indexes and the sectors continue to look like a reciprocating engine that needs a tune-up. While no individual portfolio decisions are made using BPI data, the following tables provide a broad view of […]
Portfolio Construction: What Goes Into Building a Portfolio
Portfolio construction is second in importance to The Golden Rule of Investing when it comes to building a retirement fund. Holding down expenses is also high on the list. What goes into building a portfolio? In this blog I’ll walk through the history of how the Rutherford came into existence and explain the logical steps […]
Economic Aid Report
Long-time readers of ITA Wealth Management know that I, in a very small way, provide capital for individuals working to set up a business or to help with farming supplies. Aid is provided through MEDA or Kiva organizations. Thus far 457 grants or aid has been provided to groups or individuals in 66 countries. Thanks […]
Test Post
This is a test post to see if the Publish Press notification of new blogs is working properly. If so, a few readers might leave a comment that you are indeed receiving notification. If you missed the Kepler update this morning, check it out at this location. Lowell