Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS’s is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is to provide an indication of whether momentum is increasing (accelerating) or decreasing (decelerating – negative acceleration) at the […]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 4: Combining Momentum with Strategic Asset Allocation (SAA)
In previous posts in this series I have used equal (dollar) weighting to determine fund allocations to selected qualifying assets. When Lowell first started this blog (and before I corrupted it with momentum ? ) it was focused directly on passive (Buy and Hold) investing (with maybe occasional rebalancing) of portfolios containing selected assets with […]
Over-Valued Market: Four Critical Indicators
Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time. Today’s post (Part 2) is an update and review of that information. U.S. Equities have not cooled off since March of 2009. The following data from ReSolve Asset Management analysts lays […]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter
In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top 3 groups of the REDA rankings. In this post I will again use the REDA group classifications but will add an entry filter requiring […]
Nine Stock Portfolio
This is the final tranche momentum analysis for stocks today. This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations: The two stocks to sell out of the portfolio are NVO and TSS as both are under-performing SHY. However, there is something interesting going on with the […]
Stocks: Another Tranche Momentum Look
Here is a second list of individual stocks. Only two show up as potential purchases. Tranche Momentum Recommendations: The recent market downturn hit most of these stocks. Only two, MU and NVDA, are ones I would consider for purchase. Just another comment. There is a lot of red in the 13- and 49-Day EMA columns. […]
Dividend Champions: A Tranche Momentum Analysis
Not all ITA Wealth Management readers use ETFs to build their portfolios. There are readers who have an interest in dividend oriented individual stocks. The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu: The analysis […]
The Importance of Algorithms
Doubt is not a pleasant condition, but certainty is an absurd one. – Voltaire I’m a fan of books written by Michael Lewis. A few that stand out are: Liar’s Poker, Moneyball, The Big Short, and Flash Boys. Lewis’ latest work, The Undoing Project, focuses on the lives and work of two Israeli psychologists, Daniel […]
Broad Market Conditions: Pay Attention
Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market. Yet here we are today facing an even higher market. Here is current data on the four indicators discussed on the “Over-Valued Market…” article. Click on the above article and check the values for yourself. […]
Value-Momentum Stock Update
Value-Momentum stock data as of 2/2/2017 shows the following when analyzed using the yet to be released Kipling Tranche spreadsheet. Six out of over 6,500 stocks passed the screen.
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