Gauss is the portfolio up for review this morning. I think of this portfolio as one of the Relative Strength or Tranche Momentum portfolios. The other two main models followed here at ITA are: Dual Momentum and Asset Allocation. These models do not
Kepler Portfolio Review: 16 July 2021
Kepler definitely requires more decisions than the McClintock portfolio updated a few hours ago. As one of the Relative Strength portfolios, the Kepler is following the Buy-Hold-Sell (BHS) investing model. In the following analysis I’ll show the current investment quiver, BHS recommendations, risk controls, performance data, and the latest risk
Schrodinger Portfolio Review: 29 October 2021
Below is the current asset allocation for the Schrodinger, the Below is the current asset allocation for the Schrodinger, the Data for this review is a week old so I will return to the Schrodinger for an update before December rolls around. I scheduled this post early as I’m stepping away for a few days […]
Response to Comments made by ITA member (John Shelton)
In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: “Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS
Millikan Portfolio Review: 27 January 2022
The Millikan portfolio is a quintessential Relative Momentum model where I am using the Buy-Hold-Sell (BHS) investing style and the default look-back combination. If you look over the Investment Quiver you see a list of all the critical asset classes as well numerous Fama-French Factor ETFs. At a point where VTI is sold out of […]