A bad week for US equities with a 3.8% weekly decline in prices: Most of the damage came on Friday following announcements from the Jackson Hole Economic Conference and we have tentatively broken through the lower boundary of the recent bullish channel. I have drawn the boundaries of a potential new downtrend channel but this […]
Bullish Percent Indicators: 26 August 2022
Friday’s sell-off did not impact the Bullish Percent Indicators as expected. As ITA readers will see in a moment, many of the index and market sectors held up better than I expected. It takes more than one disappointing day to move broad sections of U.S. Equities into the over-sold zone where over-sold is defined when […]
Franklin Portfolio Review: 26 August 2022
Franklin, one of the four Dual Momentum™ portfolios is up for review this morning and what a contrast in performance compared with the Kepler. The Franklin struggled to show a positive IRR right out of the blocks as it was launched during a bear market. Follow along with this review to see how we […]
Kepler Portfolio Review: 25 August 2022
Of the five different investing models I use to manage and track portfolios here at ITA, the style requiring the most attention and decision making is known as Relative Strength or Relative Momentum. The Kepler, up for review today, is such a portfolio. Follow along as I walk investors through this process. Keep in mind […]
Bohr Portfolio Review: 24 August 2022
Bohr is one of the growth-income portfolios that is essentially a passive portfolio. Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio. While the Kipling spreadsheet is used to keep track of the asset allocations, it is not used in the same way […]
Schrodinger Portfolio Review: 22 August 2022
Schrodinger is a portfolio for the busy worker who has either limited time to spend on investing or has no interest in the subject, yet understands the need to plan for the future. Retirement may be 40 years away. Now is exactly the time to begin planning for retirement and the Schrodinger is an excellent […]
Rutherford Portfolio Review (Tranche 5): 19 August 2022
The markets took a breather this week. Although US equities remain well within their upward channel there was a pullback from near the top of the channel to the center: If prices continue the pullback we are likely to see support at ~417 that has been an area of strong support/resistance in the past. This […]
Bullish Percent Indicators: 19 August 2022
It has been two weeks since I last posted Bullish Percent Indicator data. There were few changes last week and not much changed this past week. As you will see below, this is an over-bought market so it is time to be cautious. In portfolios where I added shares of a few sectors when they […]
McClintock Portfolio Review: 16 August 2022
Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND). […]
Copernicus Portfolio Review: 11 August 2022
This morning we come to the Copernicus review or what I think of as the young investor portfolio. The Copernicus is one, if not the easiest portfolio to manage. My advice to the young investor, open an account with a brokerage firm such as Vanguard or Schwab and save in a Roth IRA account. If […]
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