Several readers contacted me about new blog post notifications. New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers. If you see this post automatically in your e-mail, drop a note in the Comments section […]
Portfolio Benchmarking: Looking Beyond Portfolio Returns
In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking. Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link to one benchmarking article. Check it out. In most of the portfolio reviews you will see data and graphs […]
Gauss Portfolio Review: 10 March 2021
Gauss is the portfolio up for review this morning. With a rising market, fewer securities are showing up as a Buy. While I think the Relief Bill will help the stock market move forward, I’ll continue to take a conservative approach with the Gauss as you will see in the following review. The management model […]
Where Did All The Posts Go?
If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct. I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful. I was doing this in preparation of setting up a new […]
Walking Through a Kepler Review for New Subscribers: 2 March 2021
This blog post is primarily for new ITA readers who not familiar with the Kipling spreadsheet. With few exceptions, I’ll stick to the “default” settings in this analysis. Kepler Main Menu Beginning with the Main Menu, the “default” settings are to use the 60- and 100-trading days look-back combination. I’m running a look-back test with […]
Bullish Percent Indicators: 26 February 2021
It has been several weeks since I last posted any information on Bullish Percent Indicators (BPI). BPI is also known as Point and Figure (PnF) charting. Several “anomalies” pop up this week due to the unusual volatility. This happens when action on Friday deviates from the overall moves of the week. The first table examines […]
Constructing The Family Portfolio
This is old material for long-time readers, but may be new to folks who have joined ITA in the last six months. If you have been following this blog for some time you know there are numerous models explained and reviewed here on a regular (monthly) basis. The approaches I’ll highlight are those I use. […]
Dual Momentum Over Past Year – February 2020 – February 2021
This coming week two Dual Momentum portfolio are scheduled for a complete review. Those two portfolios are: Galileo and Pauling. For investors interested in more information on the Dual Momentum model, I’ve written a number of articles on this model over on Seeking Alpha. Here is one link that provides readers with a good start […]
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