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You are here: Home / Archives for ITA Portfolios / Gauss Portfolio

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 […]

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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, […]

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Gauss Portfolio Review: 16 November 2021

November 16, 2021 By Lowell Herr

Gauss is a one of several Relative Strength portfolios that is managed using one of the three basic momentum models available within the Kipling spreadsheet. The investment quiver shown in the following table is built around Asset Allocation and Market Factor principles. As a result, it includes a wide array of Exchange Traded Funds (ETFs). […]

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Gauss Interim Review: 17 January 2022

January 17, 2022 By Lowell Herr

The markets are closed today, this being the Martin Luther King Jr holiday.  Since none of the portfolios were scheduled for their regular 33-day review, I decided to run an interim update of the Gauss.  This is one of the Relative Strength or Momentum Strength portfolios.  Others using a similar model are:  Einstein, Kepler, Millikan, […]

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Gauss Portfolio Review: 10 February 2022

February 10, 2022 By Lowell Herr

Gauss is the portfolio up for review this morning. This portfolio is one of the Relative Strength or Relative Momentum portfolios that is constructed around the principles of Asset Allocation and Fama-French Factors. Gauss Investment Quiver The investment quiver currently includes both equity (VTI and VOE) and non-equity (TLT) ETFs as well as real estate […]

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Gauss Portfolio Review: 08 April 2022

April 8, 2022 By Lowell Herr Leave a Comment

Gauss is one of the classic Relative Strength or Relative Momentum portfolios.  Relative Strength (RS) portfolios operate much as do the Dual Momentum™ (DM) portfolios, only more ETFs are included in the investment quiver and the portfolios are much more diversified.  Whereas the DM portfolios concentrate on one security at a time, RS portfolios diversify […]

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