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...]
Rutherford Portfolio Review (Tranche 3): 27 January 2023
It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other … [Read more]
Portfolio Performance Comparisons: 28 January 2023
It has been a number of weeks since I last reported on the ITA portfolio performances. Since the last report all portfolios have improved using either return or risk as measuring sticks. Checking the following data table, only two portfolios, … [Read more]
Bullish Percent Indicators: 27 January 2023
"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not … [Read more]
McClintock Portfolio Review: 27 January 2023
McClintock, one of the two Dual Momentum™ portfolios, has been one of the better performers over the years I've used this investing model. Of the seven different styles of investing, Dual Momentum is one of the easier to understand and manage, … [Read more]
Franklin Portfolio Review: 26 January 2023
Franklin is one of the newer Sector BPI portfolios having moved from the Dual Momentum™ model over to the Sector BPI model as I was not pleased with the DM performance. … [Read more]
Carson Portfolio Update: 25 January 2023
Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA. When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) … [Read more]
Bethe Portfolio Review: 24 January 2023
Bethe is the portfolio scheduled for review this morning. Bethe is one of the Growth-Income portfolios of which there are two. The other portfolio is the Bohr. As readers will see in a moment, the current quiver is populated with Closed-End-Funds … [Read more]
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