Bohr is one of the growth-income portfolios that is essentially a passive portfolio. Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio. While the Kipling spreadsheet is used to keep track of
Checking Up On McClintock: 5 October 2022
Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the McClintock as the
Copernicus Portfolio Review: 19 October 2022
Copernicus is the portfolio on the dock for updating this morning. While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices. This is what the young investor needs to consider. As stated before, young savers are
Carson Portfolio: Creating A New Investing Model
Coming sometime over the next two month is a new investing model. I’ll classify it as a Bullish Percent Indicator ETF Sector Model. I’ve hinted at this approach from time to time, but have not laid out the investing strategy in detail. I
New Carson Launched: 4 November 2022
Welcome to the new Carson portfolio. With the advent of the Carson we add another investing model to our arsenal. With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios. The Carson is quite different in that it can be classified as
McClintock Portfolio Review: 23 November 2022
Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer. The exact reason remains somewhat of a mystery. I attribute the excellent performance to the luck-of-review-day as the operational model is the same for
ITA Portfolios: Breaking The Models Into Groups
Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen portfolios are reviewed at least every 33 calendar days. Several, such as the
Buying Guidelines For BPI Model Portfolios: 9 December 2022
BPI Model buying guidelines. Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model. They are: Carson and Franklin. Thus far there have been few buying opportunities as the U.S.
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