Bullish Percent Indicators (BPI) provide investors with a broad look at the U.S. Equities market. The following screenshots tell us nothing about U.S. Bonds or International Equities so keep that in mind as you peruse the following two tables. While the following data is generally not used to manage portfolios, the current volatile market is […]
How To Handle This Selloff: 18 May 2022
With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff? Let’s take a simple example. These suggestions assume cash is available. Eventually the market will come back. As long as the inflation is this high and approaching 10%, the market is not going to […]
Copernicus Portfolio Update: 14 May 2022
This is a quick update of the Copernicus, an equity only portfolio. The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market. Add money when available and use that cash to purchase shares of ESGV or VTI. Avoid selling. Only add to existing shares […]
McClintock Portfolio Review: 13 May 2022
McClintock is one of four Dual Momentum™ portfolios tracked at ITA. This investing model is designed to protect capital. How well is this portfolio meeting this goal. While the Schrodinger lost approximately 6.0% in April, the McClintock decline 2.6%. That is a significant difference.
Schrodinger Portfolio Review: 13 May 2022
The Schrodinger is the Robo Advisor or computer managed portfolio. Schwab calls it an intelligent portfolio. This period of market volatility is an excellent test to see how this Buy-Hold-Rebalance portfolio is performing compared to other investing models used here at ITA. Look for Internal Rate of Return comparisons in a blog I’ll post tomorrow. […]
Gauss Portfolio Review: 08 April 2022
Gauss is one of the classic Relative Strength or Relative Momentum portfolios. Relative Strength (RS) portfolios operate much as do the Dual Momentum™ (DM) portfolios, only more ETFs are included in the investment quiver and the portfolios are much more diversified. Whereas the DM portfolios concentrate on one security at a time, RS portfolios diversify […]
Carson Trio Reviews: 31 March 2022
With the first quarter of 2022 history, it is time to update the Carson Trio. These three portfolios are an experiment where three investing models, built into the Kipling spreadsheet, are under investigation. The three models go by the letters, BHS, HA, and LRPC. There is a fourth model, Dual Momentum™ usable by Kipling […]
Pauling Portfolio Review: 25 March 2022
Early in March the Pauling portfolio ranked #12 out of 16 in IRR performance and #8 when calculating for risk. For comparison, the Schrodinger ranked #5 in IRR and #9 on a risk adjusted basis. I plan to post an update on the performance numbers this weekend to see if there are any major changes […]
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