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Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin with this one as it is the easiest to manage.  The […]

Filed Under: ITA Portfolios, Beginning Investors, Critical Material Tagged With: Critical Material, ITA Portfolios

Bullish Percent Indicators: 13 January 2023

January 14, 2023 By Lowell Herr

Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio.  Energy, Financial, and Real Estate all moved into the over-bought zone this week.  All major indexes are bullish.  None of the indexes penetrated the over-bought zone, but the NASDAQ is getting close.  We see a big percentage jump in Technology which […]

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

Hawking Portfolio Review: 10 January, 2023

January 11, 2023 By hedgehunter

The Hawking Portfolio is a Buy-and-Hold “Income” Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like this: with performance over the past 2 years looking like this: i.e. returns have stayed consistently ahead of […]

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

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are a number of portfolios grouped close together […]

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

Kahneman-Tversky Portfolio Review: 9 January, 2023

January 10, 2023 By hedgehunter

We start off the New Year with the following picture of performance for the Kahneman-Tversky (K-T) Portfolio through 2022: The portfolio showed less volatility than the benchmark AOR Fund but returns were slightly lower with a ~16% draw-down on the year. This compares with a drop of ~19% in US equities over the same period. […]

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

Darwin Portfolio Review: 6 January 2023

January 9, 2023 By hedgehunter

The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements over time. Throughout most of 2022 I had this risk level set to a rather high level […]

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

Carson Portfolio Review: 9 January 2023

January 8, 2023 By Lowell Herr

With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson.  No changes are required at this time.  There is one change in the Sector BPI model that I’ll explain in a moment and it has to do with how one determines the maximum […]

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

Bullish Percent Indicators: 6 January 2023

January 7, 2023 By Lowell Herr

Bullish Percent Indicators for this first week in January indicate no sectors are over-sold.  Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday.  If you are managing a Sector BPI portfolio and using end-of-week data, you will do nothing this week.  Follow along. Index BPI Overall, the […]

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

Kahneman-Tversky Portfolio Review: 30 December, 2022

January 1, 2023 By hedgehunter

The Kahneman-Tversky Portfolio, that uses the simplest Dual Momentum (DM) model to select one asset from a basket of three, did not perform particularly well in 2022: closing down ~18.4% on the year. While this is slightly less than the ~20% drop in value of US equities over the same period it does not beat […]

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

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not performing as well as expected.  That is the motivation for the change. Millikan Investment Quiver […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

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  • Questions To Ask Your Money Manager
  • Copernicus Portfolio Review: 3 July 2025
  • Millikan Portfolio Review: 1 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
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  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
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  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
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Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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