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Rutherford Portfolio Review (Tranche 2): 24 June 2022

June 26, 2022 By HedgeHunter Leave a Comment

It was a bullish week in US equity markets with prices up over 6% week-over-week and 3% on Friday alone: This took price outside of the weekly Expected Move (as determined from the Implied Volatility of Option prices) and approaching the top of the current bear channel. While the move in US equities was impressive, […]

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

Bullish Percent Indicators: 24 June 2022

June 25, 2022 By Lowell Herr Leave a Comment

This past week was very strong for U.S. Equities and it raises the question – did we hit the market bottom?  That seems unlikely with high inflation, but rather than make any predictions, let us check the Bullish Percent Indicator percentages.  The top data table examines seven major market indexes while the second table breaks […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Darwin Portfolio Review: 17 June 2022

June 19, 2022 By HedgeHunter Leave a Comment

The Darwin is a “Core” portfolio of  five assets that is adjusted periodically to maintain risk parity as asset volatilities change. This is supplemented by a 10% position in a volatility ETF for a little diversification. The portfolio is also leveraged ~35%. Current performance since inception last year looks like this: or, in “stacked” format: […]

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 1): 17 June 2022

June 18, 2022 By HedgeHunter Leave a Comment

It was a brutal week in US equity markets with indices down ~6% on the week: We may see technical support at ~360 (SPY) – that would represent a 25% decline on the Year-To-date (YTD). This is not the first time that we have seen 6% weekly price ranges over the past month and markets […]

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

Bullish Percent Indicators: 17 June 2022

June 18, 2022 By Lowell Herr 1 Comment

What information can be gleaned from index and sector Bullish Percent Indicators (BPI)?  As mentioned in prior blog posts, BPI data does not play a major role in portfolio management until we witness over-sold percentages as readers can decode in the following tables.  It is rare to see all indexes and sectors in the over-sold […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Portfolio Management In A Volatile and Bearish Market

June 13, 2022 By Lowell Herr Leave a Comment

Portfolio Management Guidelines Inflation and rising interest rates are throwing sand in the gears of the equities market all over the globe.  Bonds are not doing much better so what is an investor to do in this uncertain market?  While I don’t have a clear crystal ball, I have a plan having lived through severe […]

Filed Under: Portfolio Management, Critical Material Tagged With: Portfolio Management, R

Rutherford Portfolio Review (Tranche 5): 10 June 2022

June 11, 2022 By HedgeHunter Leave a Comment

Last week we were looking at what looked like a breakout of the downtrend channel and a possible change to a positive trend (blue regression channels in the following screenshot): This still looked like the case for the first two days of the week – but then everything changed and we lost over 6% in […]

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

Bullish Percent Indicators: 10 June 2022

June 11, 2022 By Lowell Herr 5 Comments

Bullish Percent Indicator (BPI) data is only published when I feel there is critical information essential to readers of ITA Wealth Management.  This is such a week as Friday’s selloff did not do as much damage to the U.S. Equities market as one might surmise.  At least that is what the Point and Figure (PnF) […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr 1 Comment

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are new readers who are not familiar with the Dual Momentum model, it is […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

Schrodinger Portfolio Update: 9 June 2022

June 9, 2022 By Lowell Herr 1 Comment

Schrodinger is the Robo Advisor portfolio tracked here at ITA.  Several years ago I investigated several Robo Advisors and actually opened up different portfolios for a relative interested in investing, but who wanted a passively managed portfolio.  After testing each advisor for approximately one year, I decided to stick with the Schwab Intelligent Portfolio model […]

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

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  • Rutherford Portfolio Review (Tranche 2): 24 June 2022
  • Bullish Percent Indicators: 24 June 2022
  • Darwin Portfolio Review: 17 June 2022
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  • Bullish Percent Indicators: 17 June 2022

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  • Lowell Herr on Bullish Percent Indicators: 17 June 2022
  • Lowell Herr on Bullish Percent Indicators: 10 June 2022
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  • Lowell Herr on Bullish Percent Indicators: 10 June 2022
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  • Lowell Herr on Bullish Percent Indicators: 20 May 2022
  • Lowell Herr on McClintock Portfolio Review: 10 June 2022
  • Lowell Herr on Bullish Percent Indicators: 20 May 2022
  • Steven Lefley on Bullish Percent Indicators: 20 May 2022
  • Lowell Herr on Schrodinger Portfolio Update: 9 June 2022
  • HedgeHunter on Hawking Portfolio Review – 3 June, 2022
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