This review of the Millikan would have been up a few hours ago except for some plugins conflicting with each other, thus slowing and finally disabling the blog. Now for the update and a look at the November recommendations. Few changes are in store this month.
A small change in the Carson investment quiver is coming. QQQ will drop out of the quiver this month.
Yesterday the Euclid review focused in a Dual Momentum (DM) portfolio. DM portfolios are among the easiest to manage. Today we move to a Relative Strength or Tranche Momentum portfolio, the Bethe. Relative Strength portfolios require more attention as you will see in a moment.
Now is the time to begin thinking of any year-end decisions when it comes to portfolio management. I’m making changes in the investment quivers of a few portfolios as I gear up for 2021. For the majority of the portfolios there will not be any changes. Below are a few alterations.
Euclid is one of several Dual Momentum portfolios tracked here in ITA Wealth Management. No changes are anticipated, but we will walk through the review just to check.
US Equities closed the week slightly lower from last Friday’s Close after testing all-time highs (and closing above them) on Monday. However, the $360 price level did offer resistance and we closed the week at ~$355: Since we are holding US Equities (represented by VTI) in the Rutherford Portfolio: let’s take a look at how […]
Investors interested in duplicating the settings used by Gary Antonacci for his Dual Momentum model just need to follow along with the description below. Some adjustments within the Main Menu of the Kipling spreadsheet are required to mirror Antonacci’s settings. Those four changes are identified. If you don’t plan to read Antonacci’s Dual Momentum book, […]
Did anything interesting happen to the U.S. Equities market this past week? While most weeks pass by with little new information, something a little different happened this week, as I’ll explain in a moment.
Since the Aristotle is not scheduled for review until early December, I wanted to take a look to see if any changes are recommended. This is a quick look at this Dual Momentum portfolio. The yield for SHV dropped so that has an impact on the risk ratios.