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 […]
Gauss Portfolio Review: 13 April 2021
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, […]
Galileo Portfolio Review: 1 June 2021
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 […]
New to ITA Wealth Management?
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 […]
Galileo Portfolio Review: 1 July 2021
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) […]
Kahneman-Tversky Portfolio Review: 30 July 2021
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 […]
Darwin Portfolio Review – 27 September 2021
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 […]
Hawking Portfolio Review – 30 September 2021
The Hawking portfolio is designed as an “Income” Portfolio with a targeted annualized “income” of 8%. The portfolio quiver is comprised of a number of Closed-End-Funds (CEFs) that pay out high dividends – usually on a monthly schedule, but some quarterly. This month (September) was a month for payments from all funds (monthly and quarterly […]
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