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.
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 […]
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 […]
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 […]
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 […]
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:
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. […]
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 […]
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.
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 […]