Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not have time to spend working with their investments. Dollar cost averaging is […]
Rutherford Portfolio Review (Tranche 2): 20 January 2023
It’s the year of the Rabbit and we’re hopping around tentatively trying to find a direction for the markets in 2023: I’ve updated the trend channels in the above figure, since these are somewhat discretionary, but it is not clear whether we are still in a downtrend (sitting at the top of the downtrend channel) […]
Bullish Percent Indicators: 20 January 2023
Investors managing a Sector BPI model portfolio will find the data below of interest. On Monday I’ll check in on the Carson and use this data to make any changes, if recommended. Follow along for more analysis. Index BPI The only major index over-bought is the Dow Jones Industrial Average (DJIA). All others are positioned […]
Millikan Portfolio Review: 20 January 2023
Millikan is one of the newest Sector BPI Model portfolios. As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio. I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]
Portfolio Summary: 16 January 2023
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 […]
Bullish Percent Indicators: 13 January 2023
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 […]
Hawking Portfolio Review: 10 January, 2023
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 […]
Millikan Portfolio Update: 10 January 2023
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 […]
Kahneman-Tversky Portfolio Review: 9 January, 2023
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. […]
Darwin Portfolio Review: 6 January 2023
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 […]
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