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You are here: Home / Archives for ITA Portfolios

Gauss Portfolio Review: 10 March 2021

March 10, 2021 By Lowell Herr

Gauss is the portfolio up for review this morning.  With a rising market, fewer securities are showing up as a Buy.  While I think the Relief Bill will help the stock market move forward, I’ll continue to take a conservative approach with the Gauss as you will see in the following review. The management model […]

Filed Under: Gauss Portfolio Tagged With: Gauss Portfolio

Gauss Portfolio Review: 13 April 2021

April 13, 2021 By Lowell Herr

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 include those managed by Hedgehunter.  If looking for a portfolio of stocks, […]

Filed Under: Gauss Portfolio, Buy-Sell-Hold Model, Momentum, Portfolio Management, Portfolio Performance Tagged With: Gauss Portfolio, Portfolio Construction, Portfolio Management

Galileo Portfolio Review: 1 June 2021

June 1, 2021 By Lowell Herr

Galileo is the Dual Momentum portfolio up for review this morning.  No changes are recommended as readers will see in a moment.  Due to a tie some months ago, two (2) shares of VEU remain in the Galileo.  These two shares are not worth selling so I’ll leave them in the portfolio until VEU is […]

Filed Under: Galileo Portfolio, Dual Momentum Tagged With: Dual Momentum, Galileo Portfolio

New to ITA Wealth Management?

June 17, 2021 By Lowell Herr

Are you new to ITA Wealth Management?  If so, here are a few hints to effectively use this blog site.  Find the Category “Beginning Investors” and read that material.  Use Category to find “Critical Material.”  Make use of the Search engine.  Look for the little magnifier in the upper right-hand corner of the page or […]

Filed Under: ITA Portfolios Tagged With: Beginning Investors

Galileo Portfolio Review: 1 July 2021

July 1, 2021 By Lowell Herr

Galileo is the first portfolio to be reviewed in the second half of 2021.  The Galileo is one of several Dual Momentum™ portfolios and thus far this investing model has been one of the most successful.  In addition to doing quite well, DM portfolios are easy to manage.  Second to the Robo Advisor account (Schrodinger) […]

Filed Under: Galileo Portfolio, Dual Momentum, Portfolio Management Tagged With: Dual Momentum, Galileo Portfolio

Kepler Portfolio Review: 16 July 2021

July 16, 2021 By Lowell Herr

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 ratios. One of the first […]

Filed Under: Buy-Sell-Hold Model, Kepler Portfolio, Portfolio Management Tagged With: Kepler Portfolio

Kahneman-Tversky Portfolio Review: 30 July 2021

August 1, 2021 By HedgeHunter

The Kahneman-Tversky (K-T) Portfolio is a simple three-asset Dual Momentum portfolio split between a “slow” portion (Kahneman) with a single 12 month momentum look-back period and a “fast” (Tversky) portion with shorter 60- and 100-day momentum look-back periods.  Each portion holds just one, highest ranked momentum, asset. Let’s take a look at recent performance: where […]

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

Darwin Portfolio Review – 27 September 2021

September 27, 2021 By HedgeHunter 3 Comments

The Darwin Portfolio is a simple five-ETF core portfolio that is reviewed every twenty (trading) days and risk-adjusted as necessary, based on the volatility of the assets, so as to allocate equal risk contribution to the five ETFs.  The portfolio was opened at the beginning of June and this is the fourth review date. Performance […]

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

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