ITA Wealth Management https://itawealth.com Wed, 25 Nov 2020 23:02:07 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.3 56068088 Happy Thanksgiving: 26 November 2020 https://itawealth.com/happy-thanksgiving-26-november-2020/ https://itawealth.com/happy-thanksgiving-26-november-2020/#respond Thu, 26 Nov 2020 09:00:16 +0000 https://itawealth.com/?p=39339   Happy Thanksgiving

The post Happy Thanksgiving: 26 November 2020 appeared first on ITA Wealth Management.

]]>
https://itawealth.com/happy-thanksgiving-26-november-2020/feed/ 0 39339
Bullish Percent Indicators: 13 November 2020 https://itawealth.com/bullish-percent-indicators-13-november-2020/ https://itawealth.com/bullish-percent-indicators-13-november-2020/#respond Sat, 14 Nov 2020 13:08:45 +0000 https://itawealth.com/?p=39146 As you check out the Bullish Percent Indicator data, be aware there are a number of anomalies present in the data.  By anomaly, check the difference between the percentage gains or losses and then compare with the X’s and O’s on the right side of the tables.  X’s are bullish and O’s are bearish signals. […]

The post Bullish Percent Indicators: 13 November 2020 appeared first on ITA Wealth Management.

]]>
https://itawealth.com/bullish-percent-indicators-13-november-2020/feed/ 0 39146
Pre-Inauguration Investment Plans https://itawealth.com/pre-inauguration-investment-plans/ https://itawealth.com/pre-inauguration-investment-plans/#comments Thu, 12 Nov 2020 10:15:52 +0000 https://itawealth.com/?p=39133 Every investor knows the stock market does not appreciate uncertainty.  With 69 days to go be for the inauguration, it is difficult to see any path forward other than one filled with uncertainty.  With the market as high as it is and the current administration slow-walking the transition, it seems prudent to protect capital.  In […]

The post Pre-Inauguration Investment Plans appeared first on ITA Wealth Management.

]]>
https://itawealth.com/pre-inauguration-investment-plans/feed/ 1 39133
Seasonality: Sell in May and Go Away https://itawealth.com/seasonality-sell-in-may-and-go-away/ https://itawealth.com/seasonality-sell-in-may-and-go-away/#comments Sun, 08 Nov 2020 17:34:12 +0000 https://itawealth.com/?p=39086 Seasonality refers to cyclical “patterns” that may repeat over defined periods of time. These periods/cycles occur regularly and last anywhere from a few days, e.g. 7-day Santa Claus rally that might occur in December/January every year, to longer term, e.g. 4-yr Presidential cycle. Some investors believe that this “seasonality” is tradeable. Most Investors reading this […]

The post Seasonality: Sell in May and Go Away appeared first on ITA Wealth Management.

]]>
https://itawealth.com/seasonality-sell-in-may-and-go-away/feed/ 1 39086
Bullish Percent Indicators: 30 October 2020 https://itawealth.com/bullish-percent-indicators-30-october-2020/ https://itawealth.com/bullish-percent-indicators-30-october-2020/#respond Sat, 31 Oct 2020 17:06:23 +0000 https://itawealth.com/?p=38943 Consistency is the name of the game this week as all indexes and sectors are bearish.  It was a rough ending to October as the USA is on “fire” with Covid-19.  This is a pandemic out of control as the White House is waiving the white flag in what is a completely botched crisis.  In […]

The post Bullish Percent Indicators: 30 October 2020 appeared first on ITA Wealth Management.

]]>
https://itawealth.com/bullish-percent-indicators-30-october-2020/feed/ 0 38943
Sample Carson IRR Comparisons https://itawealth.com/sample-carson-irr-comparisons/ https://itawealth.com/sample-carson-irr-comparisons/#comments Fri, 30 Oct 2020 16:59:28 +0000 https://itawealth.com/?p=38936 Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios?  I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]

The post Sample Carson IRR Comparisons appeared first on ITA Wealth Management.

]]>
https://itawealth.com/sample-carson-irr-comparisons/feed/ 15 38936
Bullish Percent Indicator: 23 October 2020 https://itawealth.com/bullish-percent-indicator-23-october-2020/ https://itawealth.com/bullish-percent-indicator-23-october-2020/#respond Sat, 24 Oct 2020 14:51:34 +0000 https://itawealth.com/?p=38844 Equity markets in the United States retreated this week.  When we look at the two broad indexes, NYSE and NASDAQ, the dip is minor.  Only a few stocks turned bearish.  Looking at the S&P 100 and NASDAQ 100, the information reveals a tad more as eight stocks in the S&P 100 turned south while 16 […]

The post Bullish Percent Indicator: 23 October 2020 appeared first on ITA Wealth Management.

]]>
https://itawealth.com/bullish-percent-indicator-23-october-2020/feed/ 0 38844
Photographic Interlude https://itawealth.com/photographic-interluded/ https://itawealth.com/photographic-interluded/#respond Thu, 22 Oct 2020 18:54:39 +0000 https://itawealth.com/?p=38828 Take a few moments to think about something other than investing, baseball, and politics.   Photography is an excellent distraction as it frequently redirects the mind to view what a beautiful earth we inhabit. Ansel Adams is considered one of the top landscape photographers of all time, particularly when it comes to pulling back the curtain […]

The post Photographic Interlude appeared first on ITA Wealth Management.

]]>
https://itawealth.com/photographic-interluded/feed/ 0 38828
Options Corner – 17 October 2020 https://itawealth.com/options-corner-17-october-2020/ https://itawealth.com/options-corner-17-october-2020/#comments Sun, 18 Oct 2020 15:56:56 +0000 https://itawealth.com/?p=38780 I have not made any adjustments to my “portfolio hedge” position since 6 October (https://itawealth.com/options-corner-19-september-2020/) but, with the October Options expiring last Friday it is time to take a look at the remaining position. SPY traded around the $350 level for most of last week and I had to “sweat it out” a bit because […]

The post Options Corner – 17 October 2020 appeared first on ITA Wealth Management.

]]>
https://itawealth.com/options-corner-17-october-2020/feed/ 9 38780
GLD Options Inflation Play – 16 October 2020 Update https://itawealth.com/gld-options-inflation-play-16-october-2020-update/ https://itawealth.com/gld-options-inflation-play-16-october-2020-update/#comments Sun, 18 Oct 2020 15:53:59 +0000 https://itawealth.com/?p=38767 There haven’t been any adjustments to the GLD inflation position over the past month as GLD prices have remained relatively unchanged. However my October short Calls expired on Friday so I rolled them out 2 weeks to the October 30 expiry date and at the same $185 strike. I am hoping that, at that time […]

The post GLD Options Inflation Play – 16 October 2020 Update appeared first on ITA Wealth Management.

]]>
https://itawealth.com/gld-options-inflation-play-16-october-2020-update/feed/ 2 38767