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Portfolio Hedging

March 12, 2026 By hedgehunter 1 Comment

Warning: This post is likely of no direct interest to most readers of this Blog – it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we should be concerned about preserving our hard-earned wealth in the months ahead. […]

Filed Under: Options, Portfolio Management Tagged With: Options, Portfolio Management

Portfolio Hedge: 27 March 2026

March 28, 2026 By hedgehunter 3 Comments

On 24 March I added the following comment to my Portfolio Hedging Post of 20  March (https://itawealth.com/portfolio-hedging/): “With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread and financing this by selling the 6800/6805 Call Spread for a net credit of 0.60 or […]

Filed Under: Options, Portfolio Management Tagged With: Options, Portfolio Management

Portfolio Hedge: 20 April 2026

April 21, 2026 By hedgehunter Leave a Comment

With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged – since last month’s hedge turned out to be unnecessary as US Equity markets surged over 12% higher in the past 3 […]

Filed Under: Portfolio Management, Options Tagged With: Options, Portfolio Management

Financial Repression: Part 1

April 28, 2026 By Lowell Herr 18 Comments

This series on Financial Repression may be the most important blogs I have posted over the past 18+ years.  Keep in mind that I am not providing financial advice.  That is a major disclaimer.  Rather I am telling readers what I am learning and how I intend to act based on information from several economists […]

Filed Under: Portfolio Management, Retirement Planning Tagged With: Financial Repression

Portfolio Diversification: 6 June 2026

June 6, 2026 By Lowell Herr 4 Comments

What to make of Friday’s sell off?  Hi Tech took a hit last Friday, but the broad market is still bullish based on the Bullish Percent Indicator (BPI) for the NYSE. These mixed signals are confusing at best.  This next week, as well as the behavior of the U.S. Equities market over the summer will […]

Filed Under: Portfolio Management, Miscellaneous Tagged With: Portfolio Management

McClintock Sector BPI Portfolio Update: 2 July 2026

July 2, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio due for an update.  This morning I checked the Point and Figure (PnF) graphs.  Energy (VDE) is still a Buy.  I assume everyone purchased the required number of shares.  Again, the number of shares is based on the three-year volatility average.  Overbought sectors are Financial and Health represented by […]

Filed Under: McClintock Portfolio, Miscellaneous, Sector BPI Tagged With: McClintock Portfolio

ITA Weekly: 11 September 2026

September 13, 2026 By Lowell Herr Leave a Comment

With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine.  Suppose you are interested in Sector BPI investing information.  First, […]

Filed Under: Miscellaneous Tagged With: Miscellaneous

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