ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Portfolio Management
    • Golden Rule of Investing
  • Forums
  • Guest Registration
    • Lifetime ITA Membership
  • Contact
  • Reset Password
  • About Me
You are here: Home / Blog

Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr 3 Comments

Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]

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

Bullish Percent Indicators: 11 August 2023

August 12, 2023 By Lowell Herr Leave a Comment

There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow averages.  Small- and mid-cap stocks tailed off based on data from the […]

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

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By HedgeHunter Leave a Comment

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with Tranche 3 (the focus of this week’s review) holding positions in VTI, VWO, […]

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

Copernicus Portfolio Review: 11 August 2023

August 11, 2023 By Lowell Herr Leave a Comment

Copernicus is a portfolio designed to keep pace with the S&P 500.  The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice.  Thus far, this investing model is working extremely well as the Copernicus is the top portfolio […]

Filed Under: Copernicus Portfolio Tagged With: Copernicus Portfolio

Franklin Sector BPI Portfolio Review: 10 August 2023

August 10, 2023 By Lowell Herr Leave a Comment

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as all other sector holdings managed to hit their Trailing Stop Loss Order (TSLO) strike price.  […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr Leave a Comment

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for this particular investing model. Millikan Investment Quiver […]

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Hawking Portfolio Review: 4 August 2023

August 6, 2023 By HedgeHunter 4 Comments

The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30 month period, the Hawking Portfolio has outperformed […]

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

Darwin Portfolio Review: 4 August 2023

August 6, 2023 By HedgeHunter Leave a Comment

The Darwin Portfolio is an “all-weather” portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation adjustments. Despite the weakness over the past few days, Internal Rate of Return (IRR) is still standing at 14.9%: […]

Filed Under: Darwin Portfolio Tagged With: Darwin

Kahneman-Tversky Portfolio Review: 4 August, 2023

August 6, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here’s where the portfolio is sitting at present: Checking the slower moving Kahneman portion of the portfolio that uses a single 252-day (12 month) lookback to measure momentum, the rotation […]

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Bullish Percent Indicators:

August 5, 2023 By Lowell Herr Leave a Comment

August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X’s and O’s) for a peek into broad market action and use the left-hand side for granular data as the percentages provide more precise […]

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

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 37
  • Next Page »

Search

Categories

Recent Posts

  • Rutherford Portfolio Review (Tranche 2): 29 September 2023
  • Carson Sector BPI Portfolio Review: 26 September 2023
  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • Bullish Percent Indicators: 22 September 2023
  • Rutherford Portfolio Review (Tranche 4): 15 September 2023

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 26 September 2023
  • Lee Cash on Carson Sector BPI Portfolio Review: 26 September 2023
  • Lowell Herr on Carson Sector BPI Portfolio Review: 26 September 2023
  • Lee Cash on Carson Sector BPI Portfolio Review: 26 September 2023
  • Stellaluna on Rutherford Portfolio Review (Tranche 4): 15 September 2023
  • HedgeHunter on Rutherford Portfolio Review (Tranche 4): 15 September 2023
  • Stellaluna on Rutherford Portfolio Review (Tranche 4): 15 September 2023
  • Lowell Herr on Copernicus Portfolio Review: 12 September 2023
  • Robert Warasila on Copernicus Portfolio Review: 12 September 2023
  • Lowell Herr on Copernicus Portfolio Review: 12 September 2023
  • Lowell Herr on Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Stellaluna on Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • HedgeHunter on Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Lowell Herr on Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Stellaluna on Millikan Sector BPI Plus Portfolio Review: 8 September 2023

Archives

Calendar

September 2023
S M T W T F S
 12
3456789
10111213141516
17181920212223
24252627282930
« Aug    

Users Online

7 Users Online
Users: HedgeHunter, 2 Guests, 4 Bots

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Analyzing Sector BPI Investing Model Sector By…
  • Bullish Percent Indicators: 2 June 2023
  • Rutherford Portfolio Review (Tranche 2): 9 June 2023
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Sector BPI Update: 30 June 2023
  • Bullish Percent Indicators: 30 June 2023
  • Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Carson Sector BPI Portfolio Review: 1 July 2023
  • Bullish Percent Indicators: 1 September 2023

General Investment News

Portfolios coming up for review are:   Carson, Franklin, Bethe, Pauling, and Einstein.  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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Kahneman-Tversky Portfolio Review: 8 May, 2023
  • Millikan Portfolio Update: 11 April 2023
  • McClintock Portfolio Review: 10 June 2022
  • Hawking Portfolio Review: 10 January, 2023
  • Bullish Percent Indicators: 2 June 2023
  • Bullish Percent Indicators: 25 November 2022
  • Bullish Percent Indicators: 1 September 2023
  • Rutherford Portfolio Review (Tranche 5): 26 May 2023
  • Millikan Portfolio Update: 10 January 2023
  • Another Reason To Prefer ETFs Over Mutual Funds
  • The Elements of Investing: Part II

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.