“Earn as much as you can, save as much as you can, invest as much as you can, give as much as you can.” — John Wesley Bethe is the portfolio up for review this morning. This is one of the numerous Relative Strength portfolios where the following investment quiver is made up of ETFs […]
Pauling Portfolio Review: 18 October 2021
“It amazes me how people are often more willing to act based on little or no data than to use data that is a challenge to assemble.” ― Robert Shiller “We have met the Pension Plan and it is us.” To paraphrase Walt Kelly of Pogo fame. Before moving into the review of the Pauling […]
Rutherford Portfolio Review (Tranche 1) – 15 October 2021
It was an active week in the US Equity markets with the SPX (S&P 500 Index) closing up ~1.8% from last week’s close and outside the weekly Expected Move as calculated from the Implied Volatility of Option prices: As we can see in the above screenshot we broke out of the downward trend channel on […]
Millikan Portfolio Review: 15 October 2021
“Fear incites human action far more urgently than does the impressive weight of historical evidence.” Jeremy Siegel This morning the Millikan is up for a full review. Of the 15 portfolios I track, this portfolio ranks #3 in performance, surpassed only by the Galileo and Kepler. The Galileo is a Dual Momentum portfolio while the […]
Huygens Progress Report: 14 October 2021
“The stock market is filled with individuals who know the price of everything, but the value of nothing.” – Phillip Fisher The purpose of this blog post is to inform readers of the construction and population progress of the Huygens portfolio. This portfolio is patterned after the Hawking portfolio, developed and monitored by Hedgehunter. Below […]
Einstein Portfolio Review: 12 October 2021
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis The Einstein portfolio is another example of a Relative Strength portfolio. One definition of this type of portfolio is the following: “Relative strength is a type of momentum investing used by technical analysts and value investors. It […]
Portfolio Performance Data: 11 October 2021
Below is the latest updated performance table. Different portfolio are reviewed and updated at different times and that is why I’ve included the far right-hand column. I need to title that column. The youngest portfolio was launched on 7/31/2019 and that is the reason for using that data as the starting point. I made some […]
Gauss Interim Review: 11 October 2021
“A lot of people with high IQs are terrible investors because they’ve got terrible temperaments. You need to keep raw, irrational emotion under control.” — Charlie Munger This is a slow week for portfolio reviews so I’ll spend some time with portfolios that are several weeks away from a complete review. Gauss is […]
Thoughts on “Dividend Income Investing” and other Philosophical Topics.
In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the time on this site – no single system will perform better than […]
Rutherford Portfolio Review (Tranche 5) – 8 October 2021
This week I’ll start with a “close-up” view of recent behavior in US equity markets by looking at a 30-minute chart of the SPX (S&P 500 Index):+ In the above screenshot we can see that we have been in a downward channel since the highs, a little over a month ago, on 2 September. At […]
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