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Bohr Portfolio Review: 21 July 2022

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Bohr is one of the easier portfolios to manage once it is set up with Closed-End-Funds.  Why is this so?  This is a Buy & Hold portfolio were dividends and new cash are used to purchase more shares.  The plan is to sell no shares so one-half of decision making is removed.  This portfolio operates […]

McClintock Portfolio Review: 14 July 2022

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McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Momentum is one of the five factors included in the Fama-French Five-Factor Model.  It is not fully understood why momentum is such an important market anomaly and why it works.  But it does and that is why I highly recommend a […]

Kepler Portfolio Review: 17 June 2022

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Kepler is one of several Relative Momentum portfolio tracked here at ITA.  Next week one Income and two Dual Momentum™ portfolios are scheduled for review. As readers will see in the first screenshot, the Kepler holds a considerable percentage in cash, not a bad position to be in during this bear market.  When specific sectors […]

Bohr Portfolio Review: 16 June 2022

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Bohr is a growth-income combo portfolio that is taking a beating in today’s down market.  This is a Buy & Hold portfolio so there is no effort to provide downside protection.  Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr will ride the waves of market storms.  When the market recovers, this style portfolio […]

McClintock Portfolio Review: 10 June 2022

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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 […]

Millikan Portfolio Review: 3 June 2022

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In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months.  This portfolio is built around the principles of asset allocation and market factors.  This is evident when one looks over the […]

How To Handle This Selloff: 18 May 2022

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With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let’s take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as the inflation is this high and approaching 10%, the market is not going to […]

Learning More About Options

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This post is a follow-up to comments/requests made in response to my recent post on “Protecting Portfolio Performance” (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject – but understanding Options is nowhere near as difficult as learning how to make money trading Options – and this is difficult to teach. After discussions with Lowell, I […]

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Portfolios coming up for review.  Gauss, Copernicus, and Millikan are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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