Rather than adding updates at the bottom of my original post (https://itawealth.com/is-inflation-risk-likely-to-increase-a-low-cost-option-strategy-for-possible-participation/) I will start a new thread to avoid having to scroll down too much. The May 164 Calls that had been sold on this position expired on Friday. I might have watched until the close and let the options expire worthless but, with […]
Rutherford Portfolio Review (Tranche 1) – 8 May 2020
This week we focus on Tranche 1 of the Rutherford Portfolio, but first a look at recent performance: where we see that our conservative positions are holding steady with low volatility (and little progress in terms of returns). A reminder of current positions: shows that all tranches are currently “safely” invested in defensive positions in […]
Sortino Ratio For Franklin Portfolio
This is a follow up to the prior blog post where an example Sortino Ratio calculation is displayed. The reason for selecting the Franklin portfolio is that it holds the shameful position as the poorest performing portfolio. What is the Sortino Ratio of a portfolio that is off to a rocky start? The Franklin is […]
Sortino Ratio Example
If you have been keeping up with the Comments you read Robert Ryan’s desire to include a risk measurement for a portfolio. This blog is designed to show you how this can be accomplished if you have a portfolio tracking program such as the Investment Account Manager (IAM). In a later blog post I’ll take […]
Dirac Portfolio Review – 30 April 2020
Over the past month I have been re-populating the Dirac portfolio after the February sell-off. Unlike other portfolios, the Dirac is populated with individual stock rather than more broadly based ETFs. This results in more equity assets being identified as Buy candidates than we are seeing in other portfolios. At present, the portfolio looks like […]
Beginning Investors: A Review
It is so easy to get out in front of the readers until a few basic questions are asked. The fundamental questions bring one back to earth. Here are a few questions and I will attempt to answer them. How does one get started? What broker to use? How do I select securities? Should I […]
Will 2020 Rhyme With 1966?
How many ITA readers remember the behavior of the stock market from January 1966 through August 1982? I assume a few of you were building your portfolio during that period as it was a great time to save, but not a prudent time to retire. The Dow Jones Industrial Average first touched 1000 in 1966, […]
Is Inflation Risk Likely to Increase? – A Low-Cost Option Strategy for Possible Participation
As long-time ITA members may recall I have often considered taking GLD (Gold) out of my investment “quivers”. The reasons for doing this would be because back-testing has shown that it’s inclusion has not really contributed to portfolio performance over the past ~13 years (pre 2008 recession). Also, GLD does not offer any “compensation”, in […]
Bullish Percent Indicators: 20 March 2020
There are signs of life in the U.S. Equities market. While it may not see that way when following the downward trend of the Dow Jones Industrial Average, there are rumblings in the deeper bowels of the market. At least that is what the Bullish Percent Indicators are telling us. While I think it unlikely […]
Bullish Percent Indicators: 13 March 2020
If you are looking for low Bullish Percent Indicator percentages, take a close look at the following data table. Many percentages dropped below what they were last week, yet they still show up in the offensive camp. Friday’s 10% pop to the upside moved a number of indicators from O’s to X’s. Not one DJIA […]
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