As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]
Bethe Portfolio Review: 21 February 2023
Bethe is one of two growth-income portfolios. The other is the Bohr. Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly. With portfolios that have any emphasis on income, we always look forward to the … [Read more]
Rutherford Portfolio Review (Tranche 1): 17 February 2023
My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections, I will get back to my regular posting schedules. US equities closed … [Read more]
Carson Portfolio Review: 20 February 2023
Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one. This review will lay out the process I go through when working with a Sector BPI portfolio. From the BPI data we found two … [Read more]
Bullish Percent Indicators: 17 February 2023
Bullish Percent Indicator data has not generated any purchase signals since late last December. Data this week is different as we have one definite purchase and a second that is so close I'm calling it a Buy. I've been eager for this day as it is … [Read more]
Einstein Portfolio Review: 17 February 2023
Einstein is the portfolio up for review this morning. The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach. The other is the Kepler. As readers will see in a moment, these two … [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]
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