Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts. Regardless, it is once more time to go through the mathematics of management fees. Let’s walk through an examples. Here are the critical assumptions to consider. I […]
Rutherford Portfolio Review (Tranche 4): 14 January 2022
US equity markets, as represented by the S&P 500 Index (SPX), continue to trade in the 300 point range between 4500 and 4800 that they have been in for the past two months: The confusing channels shown in the above figure re-enforce the fact that the market has no clear direction or trend. We should […]
Bullish Percent Indicators: 14 January 2022
While the following Bullish Percent Indicator (BPI) data is not used to manage any of the ITA portfolios, I keep thinking, how might one use this data to run a portfolio? One possibility is to set up a portfolio using Vanguard’s sector ETFs to form the investment quiver. Construct the initial portfolio by purchasing a […]
Galileo Dual Momentum Portfolio: 14 January 2022
There is no change in the Galileo recommendation. Continue to remain at the same level or 100% invested in VTI. While the following data is based on 1/13/2021 prices, I updated the Kipling this morning and there is no change in this Dual Momentum™ portfolio. Galileo Dual Momentum Recommendation Using the DM investing model and […]
Millikan Update: 13 January 2021
This interim update of the Millikan is a checkup to make sure the portfolio is set up for 2022. The Millikan is a Relative Strength portfolio or one that operates using momentum principles, but with a larger array of ETFs available for purchase. As for performance, the Millikan ranks in the bottom third of the […]
Photography: Grass Valley Church
Readers who appreciate photography may enjoy viewing and comparing images of an abandoned church in Grass Valley, Oregon. Above is the original image as it came out of a Canon full-frame camera. No adjustments were made with this photo and as you can see, it is on the dark side. In the above photograph, I […]
Franklin Portfolio Review: 11 January 2021
Franklin is a Dual Momentum™ portfolio and the poorest performer thus far among the 15 accounts tracked here at ITA. As I recall, the reason the Franklin did not keep up with the McClintock and Pauling is tied to luck-of-review-day and the fact that it was initially set up to use a rather short look-back […]
Huygens Portfolio Review: 10 January 2022
Some months ago I was concerned about the performance of the Huygens and from the concern arose the need to restructure this portfolio. While the lack-luster performance may have been due to the luck-of-review-day, nevertheless, a change was needed. So I set up an investment quiver or portfolio similar to HedgeHunter’s Hawking portfolio. Huygens is […]
Rutherford Portfolio Review (Tranche 3): 7 January 2022
After trading in a 300 point range for the past 2 months, and starting the New Year with a push to new all-time highs is the first half hour of trading on Monday it was all downhill from there, sparked by hawkish comments from Fed Chair Powell on Wednesday, with US equities ending the week […]
Portfolio Performance Data: 8 January 2022
Below is the current performance data for the fifteen (15) portfolios I track here at ITA. The top three accounts are Buy and Hold style portfolios. The Huygens was recently converted to an income driven portfolio using Closed-End-Funds (CEFs). Galileo is a Dual Momentum™ portfolio and I isolate it as this portfolio is not part […]
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