This morning I am updating the McClintock Dual Momentum portfolio. Readers will recall the McClintock is one of three Dual Momentum portfolios where I am examining three different look-back periods using three different portfolios. Those three accounts are: Franklin, Pauling, and McClintock. As you will see in a moment, I am using a 252 trading […]
Rutherford Portfolio Review (Tranche 3) – 7 May 2021
After sitting in a narrow range just below the psychologically significant 4200 level in the SPX (S&P500 Index) for most of the week we finally broke through in a strong session on Friday to close at new all-time highs and in “blue sky” areas: As is usual in a rising market volatility has dropped and […]
Retirement Requirements: May 2021
What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United States. Looking up this data, I found that […]
Bethe Portfolio Review: 7 May 2021
The Bethe requires few changes in this review or the way I like it. Yesterday I picked up a few shares of QUAL, the third ranked ETF as the first two ETFs are over-subscribed. More on this in a bit. I’ll also explain how I am using the Kipling spreadsheet to tighten up risks to […]
How Risky Is Your Portfolio? May 2021
Portfolio risk is a subject I’ve written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate less than stellar returns. Remember the slogan, “Sell in May and go away?” The “go […]
Kepler Interim Update: 3 May 2021
The Kepler portfolio is not scheduled for a complete review for over two weeks and I wanted adjust the TSLOs. This is a quick look to see if any tweaks are recommended – and a few are.
Hawking Portfolio Review: 30 April 2021
The Hawking Portfolio is presently split between a “growth” portion and an “income” portion. As we shall see below, the “income” portion has performed extremely well over the past ~6 months and, since this is a retirement account from which I must withdraw some funds, I am considering moving the Hawking to a 100% “income” […]
Risk Management: May 2021
With the U.S. Equities market either making or bumping up against new highs, it behooves investors to consider risk management. Here are a few suggestions as to how I am working to protect capital. To illustrate these suggestions, I begin with a $100,000 portfolio managed using the Kipling spreadsheet and a portfolio similar to many […]
Dirac Portfolio Review: 30 April 2021
The Dirac Portfolio is the only stock-based portfolio that we review on this site – and it is usually the most volatile. However, at the present time we are only~35% invested in this portfolio:
Kahneman-Tversky Portfolio Review: 30 April 2021
This review of the Kahneman-Tversky Portfolio demonstrates what can happen if you don’t have the discipline to “just do it” and try to finesse entries and exits. In last month’s review ( https://itawealth.com/kahneman-tversky-portfolio-review-31-march-2021/) the recommendation (and my intent) was to move from cash into VTI (US Equities). However, with VTI gapping significantly higher on the […]
- 1
- 2
- 3
- …
- 35
- Next Page »