Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management. In addition to the sixteen I track, several more are tracked and managed by Hedgehunter. Copernicus is the highest risk portfolio in that 100% of the investments focus on U.S. Equities. This is also a portfolio for the […]
Millikan Portfolio Review: 15 November 2022
Millikan, one of the several Relative Momentum portfolios, is up for review this morning. This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market upswing. Here at ITA I am tracking a variety of portfolio […]
Carson Portfolio Checkup: 12 November 2022
Based on Bullish Percent Indicator data published earlier, a few changes are required for this new and unique portfolio titled Carson. In case you missed it, I merged the dollars from the Carson HA, Carson BHS, into what was the Carson LRPC and renamed it Carson after Rachel Carson. This new Carson is now managed […]
Einstein Portfolio Review: 9 November 2022
Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark. The expectation for RS portfolios is to resist draw-downs, and that has not been the case. Portfolios that have resisted the bear market are those portfolios where fewer trades are conducted. Next month I […]
Millikan Portfolio Review: 8 November 2022
The Millikan portfolio is not scheduled for an update until later this month. However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks. When I checked yesterday, mid-cap value (VOE) and small-cap value (VBR) were recommended so I purchased […]
Hawking Portfolio Review: 4 November, 2022
The Hawking is an “Income” portfolio based on the income generated from Closed-End-Funds (CEFs). Current holdings look like this:
New Carson Launched: 4 November 2022
Welcome to the new Carson portfolio. With the advent of the Carson we add another investing model to our arsenal. With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios. The Carson is quite different in that it can be classified as a contrary investing model. With […]
Schrodinger Portfolio Review: 4 November 2022
Schrodinger is the portfolio up for review this morning. I always enjoy updating this Robo Advisor account as it managed by computer. I don’t take responsibility for the ups and downs due to market volatility. The Schrodinger is one of Schwab’s Intelligent Portfolios, of which they have several varieties. If you check the performance pie […]
Carson Portfolio: Creating A New Investing Model – Sector BPI
Coming sometime over the next two month is a new investing model. I’ll classify it as a Bullish Percent Indicator ETF Sector Model. I’ve hinted at this approach from time to time, but have not laid out the investing strategy in detail. I have no back-testing to support this model so be cautious if you […]
Bohr Portfolio Review: 25 October 2022
Bohr is the portfolio scheduled for review this morning. This is a combination growth-income style portfolio where the income is primarily generated by Closed-End-Funds, much as you find in the Hawking and Huygens portfolios. The first move when updating the Bohr, is to go to CEF Connect and check to see if the CEFs are […]
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