ITA Wealth Management

  • Home
  • Blog
  • Lifetime ITA Membership
  • Portfolios
    • Bethe Portfolio
    • Bohr Portfolio
    • Carson Portfolios
    • Dirac Portfolio
    • Einstein Portfolio
    • Franklin Portfolio
    • Galileo Portfolio
    • Gauss Portfolio
    • Huygens Portfolio
    • Kahneman-Tversky Portfolio
    • Kepler Portfolio
    • McClintock Portfolio
    • Millikan Portfolio
    • Pauling Portfolio
    • Rutherford Portfolio
    • Schrodinger Portfolio
  • Forum
  • Reset Password
  • Contact Me
  • ITA Feedback
  • About Me
You are here: Home / Blog

Walking Through a Kepler Review for New Subscribers: 2 March 2021

March 2, 2021 By Lowell Herr 1 Comment

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.

Filed Under: Kepler Portfolio, Portfolio Management Tagged With: Kepler Portfolio, Portfolio Management

Bethe Portfolio Review: 2 March 2021

March 2, 2021 By Lowell Herr Leave a Comment

Back in 2016, the Bethe began as a Robo Advisor or computer managed portfolio.  The account was handled by a firm that was one of the earliest to use computer algorithms to manage accounts.  Unfortunately, this unnamed firm increased their management fees by 60% which placed them at the higher end of the Robo Advisor […]

Filed Under: Bethe Portfolio, Portfolio Management Tagged With: Bethe Portfolio, Portfolio Management

Euclid Portfolio Review: 1 March 2021

March 1, 2021 By Lowell Herr Leave a Comment

Another day another Dual Momentum analysis.  The Euclid will most likely not exist for another year as the resources are tuition bound.  The owner is going on to the university.  Nevertheless, I’ll continue to monitor this portfolio until funds are depleted.  I mention this as readers may want to track another Dual Momentum portfolio. The […]

Filed Under: Dual Momentum, Euclid Portfolio Tagged With: Dual Momentum, Euclid Portfolio

Aristotle Portfolio: A Quick Look for February

March 1, 2021 By Lowell Herr Leave a Comment

The Aristotle is one of numerous Dual Momentum (DM) portfolios tracked here at ITA Wealth Management.  There are a few differences from several of the other DM portfolios.  The major alteration is that I have been using VO to represent U.S. Equities instead of VTI.  The look-back combination is the same as that used with […]

Filed Under: Aristotle Portfolio, Dual Momentum Tagged With: Aristotle Portfolio, Dual Momentum

Hawking Portfolio Review: 26 February 2021

February 28, 2021 By HedgeHunter 2 Comments

The Hawking Portfolio is the most complex of the portfolios that I review on this site and is composed of a “growth” portion and an “income” portion. The primary differences lie in the asset selection (primarily ETFs for the “growth” portion and CEFs, or Closed-End-Funds, for the “income” portion). The stop loss limits are also […]

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Construction, Portfolio Management

Kahneman-Tversky Portfolio Review: 26 February 2021

February 28, 2021 By HedgeHunter 3 Comments

The Kahneman-Tversky portfolio is a simple Dual Momentum (DM) portfolio using different look-back periods. The portfolio was rebalanced at the end of 2020 and performance to date looks like this:

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Construction, Portfolio Management

Dirac Portfolio Review: 26 February 2021

February 28, 2021 By HedgeHunter Leave a Comment

The Dirac portfolio is the only portfolio reviewed on this site that is built from individual stocks, rather than from Funds of stock, and the recent high volatility and pullback in US equity prices has taken it’s toll on the portfolio as numerous Trailing Stop Loss Orders (TSLOs) were hit over the last few weeks. […]

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Construction, Portfolio Management

Huygens Portfolio: A Quick February Look

February 28, 2021 By Lowell Herr Leave a Comment

In the process of deleting old posts, so as to reduce the size of this blog, I accidentally scrubbed all posts related to the Huygens portfolio.  I have no idea how this happened as no posts within the last 700 days were to be purged from this site.  Regardless, it happened so now is the […]

Filed Under: Huygens Portfolio Tagged With: Huygens Portfolio

Franklin Update: 26 February 2021

February 28, 2021 By Lowell Herr 2 Comments

To fill in the portfolio performance comparisons, I am updating the Franklin.  In the process of this update, something unusual happened as you will see below in the security recommendation worksheet.

Filed Under: Franklin Portfolio Tagged With: Franklin Portfolio

Rutherford Portfolio Review (Tranche 3) – 26 February 2021

February 27, 2021 By HedgeHunter 1 Comment

It was a volatile week in the US equity markets with the S&P 500 closing down ~2.5% from last week’s close and sitting around the 3250 support/resistance area and outside the lower end of the weekly Expected Range: Unless we can bounce from here we can expect a continuation lower to a re-test of the […]

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Construction, Portfolio Management, Rutherford Portfolio

  • 1
  • 2
  • 3
  • …
  • 37
  • Next Page »

Categories

Search

Recent Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • Bethe Portfolio Review: 2 March 2021
  • Euclid Portfolio Review: 1 March 2021
  • Aristotle Portfolio: A Quick Look for February
  • Hawking Portfolio Review: 26 February 2021

Recent Comments

  • jayaraman ramakrishnan on Kahneman-Tversky Portfolio Review: 26 February 2021
  • HedgeHunter on Kahneman-Tversky Portfolio Review: 26 February 2021
  • HedgeHunter on Hawking Portfolio Review: 26 February 2021
  • Lowell Herr on Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • jayaraman ramakrishnan on Kahneman-Tversky Portfolio Review: 26 February 2021
  • jayaraman ramakrishnan on Hawking Portfolio Review: 26 February 2021
  • HedgeHunter on Rutherford Portfolio Review (Tranche 3) – 26 February 2021
  • Lowell Herr on Relative ITA Portfolio Performance Data: February 2021
  • Lowell Herr on Franklin Update: 26 February 2021
  • Lowell Herr on Relative ITA Portfolio Performance Data: February 2021
  • Lowell Herr on Franklin Update: 26 February 2021
  • Lowell Herr on Einstein Portfolio Review: 23 February 2021
  • jayaraman ramakrishnan on Einstein Portfolio Review: 23 February 2021
  • Lowell Herr on Pauling Portfolio Review: 24 February 2021
  • Lowell Herr on Dual Momentum Over Past Year – February 2020 – February 2021

Archives

Calendar

March 2021
S M T W T F S
 123456
78910111213
14151617181920
21222324252627
28293031  
« Feb    

Users Online

10 Users Online
Users: HedgeHunter, 5 Guests, 4 Bots

Popular Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • Bethe Portfolio Review: 2 March 2021
  • Euclid Portfolio Review: 1 March 2021
  • Aristotle Portfolio: A Quick Look for February
  • Hawking Portfolio Review: 26 February 2021

General Investment News

Portfolios coming up for review are:  Euclid, Bethe, and Millikan.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.

Random Posts

  • Market Goes Conservative: Check Out Tranche and Position Sizing Recommendations
  • Constructing A Winning Portfolio
  • Northern Lights: Sissel
  • Splitting Portfolio Into Multiple Parts
  • Franklin Update: 26 February 2021
  • Retirement Planning Mistake #2
  • Galileo Portfolio Review: 19 January 2021
  • Carson Trio: February 2021 Review

Log in | Website Design by BOING