At the request of a Platinum member, this blog steps out of the normal portfolio review sequence to examine the “Swensen Six.” I’ve written about constructing portfolios using these six commission free ETFs several times over on Seeking Alpha. Here are two articles on these six ETFs that readers will find of interest. Search for […]
Examining The Tranche Momentum Model Through A Bear Market
It is not uncommon for a reader to ask how a particular investing model performed during a bear market. A few days ago I did a first draft post as to what one might expect from the Baker’s Dozen. As HedgeHunter frequently points out to ITA readers, the Tranche Momentum Model is designed to be […]
Portfolio Twenty: Starter Portfolio
Establishing That First Portfolio Any portfolio worth its salt will include the following. At least one ETF will include the U.S. Equities Market. At least one ETF will include the developed International Equities Market. At least one ETF will include Emerging Markets Equities. Bond and/or Treasuries will potentially be part of the portfolio. Commodities and […]
Trifecta Investing
Trifecta is “a type of bet, especially on horse races, in which the bettor must select the first three finishers in exact order.” “Exact order” is of little or no concern in this portfolio management example. Rather, we apply trifecta to three investing styles or place our “bets” on three different horses. The three investing […]
Dual Momentum Investors Stick With VEU
A few days ago an update of the Dual Momentum Model (DMM) called for a move from VTI to International Equities, VEU. Based on current data, what is the call this morning? Beginning with the settings in the Main Menu, as shown in the following slide, investors following this simple model can check their portfolio […]
Logic Behind Tranche Momentum Model
Tranche Momentum Logic What is the logic behind the Tranche Momentum Model (TMM)? Why use the TMM approach to build a winning portfolio? This blog is in response to several questions and comments to a Seeking Alpha article I wrote on “Momentum Applied To Swensen Six Portfolio.” The investing journey to the current TMM is […]
Terrific 20
This review is a sample portfolio, not one backed by real money. The “Terrific 20” is an analysis of a portfolio investors might use as it provides for global diversity while including a group of income ETFs for a time when the market is in decline. The short ETF (SH) is included in this run, […]
Portfolio Visualizer for Dual Momentum Model
Since I am not able to retain all the data for the Portfolio Visualizer, here is the link with a screenshot showing the entries I used to come up with the data. Here is the link to the Dual Momentum Portfolio Visualizer. Here is a screenshot of the variables I used with the Dual Momentum […]