Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the McClintock as the recommendation is to go with U.S. Bonds (BND). If this were […]
Looking In On The Pauling Portfolio: 4 October 2022
Last week I peeked in on a Dual Momentum™ portfolio and was surprised to see a Buy recommendation for U.S. Equities. This despite a declining market. As a result of this alert, I decided to look at each of the DM portfolios tracked here on the ITA blog. ITA stands for Investment Trend Analysts or […]
Rutherford Portfolio Review (Tranche 1): 30 September 2022
It was another down week for US equities with the S&P 500 down another ~2.5%: We closed the week just below the June lows (B) that raises the question as to whether this will hold as support and allow us to bounce into a Santa Claus rally to the end of the year – or […]
Just Received My First Paycheck
I’m 25 years old and I just received my first paycheck. What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth IRA with a firm such as Schwab. There is […]
Bullish Percent Indicators: 30 September 2022
Last week Bullish Percent Indicators (BPI) identified buying opportunities within sectors of the U.S. Equities market. Will we see a repeat or continuation this week or have many of the buying opportunities passed? Follow along with the BPI analysis shown below. Index BPI With exception of the NASDAQ 100, all the major indexes dropped […]
Franklin Portfolio Review: 29 September 2022
Franklin is the Dual Momentum™ portfolio up for review this morning. Since 11/30/2022, the Franklin has been one of the worst performing portfolios tracked here at ITA. It is not the model that is at fault, but rather due to the luck-of-review-date as the Franklin seems to come up for review and recommend security moves […]
What Is Working?
After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios. Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high on a risk adjusted basis […]
Rutherford Portfolio Review (Tranche 5): 23 September 2022
There is nowhere to hide or make money investing at the moment as US equities saw another 4.6% loss on the week: As I suggested last week we are now testing the lows of the year that were established in June. We are at the bottom of the downtrend channel so the big question is […]
Bullish Percent Indicators: 16 September 2022
If your gut feeling is that Bullish Percent Indicators (BPI) are going to show a lot of red this week, you are right on target. The cogent question remains – Is the current market decline sufficient to generate any buying opportunities? While BPI data is generally not used to manage ITA portfolios, we have put […]
Darwin Portfolio Review: 9 September 2022
Although I check this portfolio more frequently it is my intention to refrain from making adjustments more frequently than quarterly unless recommended (risk parity) holdings get significantly out of line. Current calculations show the following recommended holdings: and current holdings are VTI/9, VSS/18, VNQ/20, TLT/15, GLD/17. These are close enough and I don’t want to […]
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