ITA Portfolios: Breaking The Models Into Groups

Highlands

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 Carson, are updated each week.  To learn more about the details of the various strategies, search for the different portfolios by name.

Here are the broad breakdowns.  To learn more about each portfolio, use the magnifier icon in the upper right-hand corner to search for the portfolio of interest.

Buy & Hold

• Schrodinger:  The Schrodinger is a Robo Advisor portfolio as it is managed by computer.  Schwab determines the asset allocation depending on the stock/bond ratio specified by the owner.
• Copernicus:  The Copernicus is strictly for savers using only U.S. Equities.  The idea with this portfolio is to never sell.  Use new cash and dividends to add to existing shares of the broad market.

Growth & Income

• Bethe:  Bethe has both a growth and income component.  Closed-End-Funds (CEFs) are used to generate income.
• Bohr:  Bohr is set up and managed similar to the Bethe portfolio.

Dual Momentum™

• Galileo:  The Galileo is one of three Dual Momentum portfolios.  Search for Dual Momentum to learn this strategy.  It is quite simple when one has the Kipling spreadsheet set up.
• Pauling:  A second DM portfolio is the Pauling.
• McClintock:  McClintock is the third DM portfolio.

Relative Strength or Relative Momentum

• Einstein:  The Einstein is managed using the Kipling spreadsheet.
• Gauss:  The Gauss is another Relative Momentum portfolio.  There are slight variations as to how these four are managed so seek out the monthly reviews.
• Kepler:  The four portfolios are set up around the principles of asset allocation and market factors from the Fama-French Five-Factor model.
• Millikan:  The Millikan is the fourth in this group of momentum style portfolios.

BPI Model

• Carson:  The Carson is a new portfolio managed using the BPI model.
• Franklin:  The Franklin was managed using the DM model, but continued to disappoint.  Lack of acceptable IRR caused me to move this portfolio over to the BPI model.

Income

• Huygens:  The Huygens is similar to the Hawking portfolio in that it is structured around CEFs.
• Curie:  The Curie is also a CEF oriented portfolio.  However, it is not reviewed publicly each month.
• Newton:  Like the Curie, the Newton is built around CEFs.  It too is not reviewed publicly.

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