ITA readers frequently find me referencing investment writings by William J. Bernstein, Richard Ferri, Charles Ellis, Larry Swedroe, David Swensen and a few others. Bernstein is at the top of my list based on the soundness of his information and humorous writing style. Embedded in the writings of all these authors is the fundamental principle […]
Gauss Sector BPI Portfolio Update: 7 October 2024
Since the last update of the Gauss shares of VDC and VCR were sold out of the portfolio as the 3% Trailing Stop Loss Orders were struck. This leaves VIS, a shard holding, and VDE, the energy sector that took a huge leap up this past week. The sale of VCR and VDC results in […]
Rutherford Portfolio Review (Tranche 3): 4 October 2024
It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level: Relative to other major asset classes, US equities fared reasonably well: although Commodities was the clear winner, likely due to […]
Relative Portfolio Performance Data: 4 October 2024
In response to Lee’s question, the following table shows the relative performance data for the fifteen (15) portfolios I track here at ITA Wealth Management. The spreadsheet requires some explanation as not all data is current as of 4 October 2024. The spreadsheet is updated on a rotating basis as I review and update different […]
Bethe Asset Allocation Portfolio Review: 4 October 2024
Asset Allocation portfolio management is an old tried and true method for managing an investment portfolio. This is the strategy followed by Intelligent Portfolios such as the Schrodinger. The Bethe is a portfolio where the selected securities cover U.S. Equities of all sizes, Domestic and International Bonds, Domestic and International Real Estate, Developed International Equities, […]
Carson Sector BPI Portfolio Review: 3 October 2024
Carson is one of five Sector BPI portfolios and is the oldest here at ITA. At its basic, Sector BPI investing is a reversion-to-the-mean approach. When a sector reaches 70% or more bullish stocks, we place a TSLO sell order as the sector is classified as overbought. Bullish indicators are based on Point and Figure […]
Einstein Asset Allocation Portfolio Review: 2 October 2024
Einstein is one of several portfolios that need special attention as the performance has been less than stellar. The Einstein is new to the Asset Allocation model so we will need many months of operation to see how well it performs under a different management model. The portfolio is well diversified and the asset classes […]
McClintock Sector BPI Portfolio Review: 30 September 2024
This past weekend only one sector was in the Buy zone and it was Energy. The recommended percentage for the McClintock is 10.6% and we find the portfolio holds 11.6%. Not a problem. There remains over $8,000 in cash and there may be more as both VCR and VDC are holding TSLOs as Discretionary and […]
Pauling Asset Allocation Portfolio Update: 28 September 2024
Six months ago I altered the Pauling portfolio investing model. It now operates using the principles of Asset Allocation. When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are over subscribed. The Pauling is […]
Rutherford Portfolio Review (Tranche 2): 27 September 2024
It was a relatively uneventful/quiet week in the US Equity markets with stocks showing a modest 0.5% gain on the week: While we are still near all-time highs in the SPX (S&P 500 Index) I see possible resistance around the 5790 level before seeing another pullback/correction towards to lower portion of the current bullish trend […]
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