What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Bohr Portfolio Review: 15 February 2023
Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs. Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%. I want to elevate this yield as this … [Read more]
Celebrating 15 Years of ITA Wealth Management: 14 February 2023
In addition to Valentine's Day, today is the 15th anniversary of the launch of ITA Wealth Management. Investing evolution is evident since my first blog back in 2008. As you may recall, the stock market was in free-fall that year and it extended … [Read more]
Portfolio Performance Update: 10 February 2023
The following portfolio performance table includes annualized Internal Rate of Return (IRR) data as well as risk information for the 15 portfolios I'm tracking here on the ITA blog. The IRR data (third column from the left) is accurate as of … [Read more]
Bullish Percent Indicators: 10 February 2023
The following tables set the stage for investors using or experimenting with the Sector BPI Model. The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven … [Read more]
Schrodinger Portfolio Review: 10 February 2023
The Schrodinger is always a pleasure to update as I don't need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account. Schwab refers to these style portfolios as Intelligent … [Read more]
Huygens Portfolio Review: 9 February 2023
As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%. I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]
Franklin Portfolio Review: 8 February 2023
Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone. As you recall from the most recent BPI data, several sectors are in the over-bought zone, … [Read more]
Kahneman-Tversky Portfolio Review: 3 February 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions - one that is relatively slow in reacting to changes in market conditions - the Kahneman portion - and one that … [Read more]
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