ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Canary Portfolios
April 7th Update
 
Notifications
Clear all

April 7th Update

 
Canary Portfolios
Last Post by Lowell Herr 6 years ago
1 Posts
1 Users
0 Reactions
766 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 707
Topic starter April 7, 2020 5:36 AM  

No change in the Dual Momentum (DM) recommendation.  Continue to hold TLT.  Futures are up again this morning so we might see some changes coming.

For other momentum investors, both the BHS and HA models continue to recommend low volatility securities such as AGG, TLT and IAU.  Still no recommendation to move into equities.

If you are holding SH, sell.  Most of my TSLO orders were struck so SH is coming out of portfolios.

Lowell



   
Quote
Topic Tags
canary update

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Update for 4/9
    6 years ago
  • Canary Portfolio Update - 3/24/20
    6 years ago
Topic Tags:  canary update (3) ,

Search Blog

Recent Posts

  • Gauss Portfolio Review: 5 March 2026
  • Pauling Portfolio Review: 3 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 614 Topics
  • 784 Posts
  • 5 Online
  • 288 Members
Our newest member: alain david
Latest Post: No Change
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.16

(Visited 34,689 times, 47 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • Beating the Dow With Bonds
  • Millikan Portfolio Review: 4 December 2025
  • Copernicus Portfolio Update: 14 December 2025
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Asset Allocation Is Not Responsible For 90% of Portfolio Returns
  • Hawking Portfolio Review: 10 January, 2023
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • Carson Sector BPI Portfolio Review: 28 October 2023
  • Sector BPI Portfolio Report: 27 November 2023
  • Carson Sector BPI Portfolio Review: 26 September 2023
  • Darwin Portfolio Review: 5 May 2023
  • Buffett Indicator & Shiller PE Ratio
  • The Elements of Investing: Part I
  • Carson Sector BPI Portfolio Update: 21 November 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d