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
Canary 4/1/20 Updat...
 
Notifications
Clear all

Canary 4/1/20 Update

 
Canary Portfolios
Last Post by Lowell Herr 6 years ago
1 Posts
1 Users
0 Reactions
1,319 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 763
Topic starter April 1, 2020 2:06 PM  

The Dual Momentum model continues to recommend holding 100% of the portfolio in TLT.

The basic tranche momentum model recommends only TLT if using the BHS model with the Target Filter turned on.

If using the HS model, the recommendations are TLT and SCHP, a TIPs ETF.  In other words, stay conservative.

Short selling (SH) is no longer recommended.

 

Lowell



   
Quote
Topic Tags
canary recommendations

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Canary Update: 6/11/2020
    6 years ago
  • Week of May 4th
    6 years ago
  • Canary Recommendations for 4/20
    6 years ago
  • Recommendations for 4/15/20
    6 years ago
  • Canary Portfolio Updates for 3/23/2020
    6 years ago
Topic Tags:  canary recommendations (9) ,

Search Blog

Recent Posts

  • Bethe Portfolio Review: 1 September 2026
  • Schrodinger Portfolio Update: 31 August 2026
  • Darwin 2026 Portfolio Review: 28 August 2026
  • Huygens Portfolio Review: 28 August 2026
  • McClintock Sector BPI Update: 26 August 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 669 Topics
  • 841 Posts
  • 56 Online
  • 292 Members
Our newest member: Bob
Latest Post: Rob Berger on Asset Allocation
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 version 3.1.5

(Visited 66,957 times, 9,574 visits today)

Meta Data

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

Search

Recent Posts

  • Bethe Portfolio Review: 1 September 2026 September 1, 2026
  • Schrodinger Portfolio Update: 31 August 2026 August 31, 2026
  • Darwin 2026 Portfolio Review: 28 August 2026 August 31, 2026
  • Huygens Portfolio Review: 28 August 2026 August 29, 2026
  • McClintock Sector BPI Update: 26 August 2026 August 26, 2026
  • Bohr Portfolio Update: 28 August 2026 August 24, 2026
  • Darwin 2026 Portfolio Review: 21 August 2026 August 23, 2026

Recent Comments

  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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

  • Why I Use Index ETFs
  • Millikan Sector BPI Portfolio Review: 8 August 2023
  • Bullish Percent Indicators: 24 May 2024
  • Dirac 2026: 5 January 2026
  • Financial Repression Portfolio from ChatGPT
  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Kepler Asset Allocation Portfolio Review: 26 February 2025
  • Bethe Asset Allocation Portfolio Review: 16 April 2025
  • Carson Sector BPI Portfolio Review: 7 November 2024
  • Schrodinger Portfolio Review: 16 May 2024
  • Kepler Sector BPI Portfolio Review: 5 February 2024

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.