The Schrodinger is the one passively managed portfolio among all the portfolios tracked here at ITA Wealth Management. This is a computer managed portfolio, or what I call the experimental Robo Advisor portfolio. With this portfolio I do nothing except invest money. The reason for running this test was to respond to a question, “Who […]
How The Maximum Asset Allocation Percentages Work
The following article is designed to help investors use the Strategic or Maximum Asset Allocation percentages that are optional in the Kipling spreadsheet. The default setting is to adjust all percentages to 100% and let the Kipling determine the allocation percentages for each security. There are some asset classes where I prefer not to let […]
Bullish Percent Indicators: 29 August 2020
Bullish Percent Indicators are designed to give investors a broad overview of what is happening to the U.S. Equities market from week to week. Before filling in the numbers, I think back over the week in an effort to see if my general impressions match the actual data. Impressions for this week were that we […]
The Five Ticker Portfolio
If you were given the assignment to construct a portfolio where only five (5) tickers are permitted in the investment quiver, what are those five securities? No changes are permitted for ten years unless the stock/security changes the symbol (ticker letters) or goes out of business. If the latter another ticker can be added to […]
Five Variables That Impact Portfolio Performance
I’ve been grappling over why the performance of different portfolios varies so widely. In this post I’m identifying several variables that I think contribute to performance differences. While this is not exhaustive list, it focuses on several variables we as money managers have some control. If one digs back to some of the academic research, […]
Bullish Percent Indicators: 14 August 2020
Below are Bullish Percent Indicator tables and graphs for all the major U.S. indexes and sectors of the equities market. As you will quickly note, there are numerous over-bought sections of the market. When any of the indicator push past the 70% bullish mark it behooves investors to be cautions. The NYSE moved into that […]
Galileo – Benchmark Comparisons: First Draft
As mentioned in the prior blog post, the IAM developers programmed an option so I am able to create a spreadsheet where one can compare portfolio performance with benchmark returns over the life of the portfolio. This is a first draft of the Galileo vs. benchmarks. Galileo vs. Several Benchmarks In this first screenshot I […]
Constructing Family Portfolios
I use the plural (portfolios) as I think most families will have multiple accounts. Even for a single individual one portfolio will be a Roth IRA while another is a taxable account. For argument sake, let’s assume a family will have at a minimum three different portfolios. How would I go about building these three […]
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