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...]
ITA Portfolios: Breaking The Models Into Groups
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 … [Read more]
Bohr Portfolio Review: 29 November 2022
Bohr is one of two major growth-income portfolios. The other is the Bethe. The growth comes from investing in VTI, VEA, and VWO. The income is generated from numerous Closed-End-Funds (CEFs). In the first screenshot below the CEFs have a light … [Read more]
Thanksgiving Wishes
Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon. Thank you for keeping in touch and reading this investment blog. A few of you have been here for the nearly 15 years I've been writing this blog. A special … [Read more]
McClintock Portfolio Review: 23 November 2022
Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer. The exact reason remains somewhat of a mystery. I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the … [Read more]
Copernicus Portfolio Review: 22 November 2022
Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management. In addition to the sixteen I track, several more are tracked and managed by Hedgehunter. Copernicus is the highest risk portfolio in that … [Read more]
Millikan Portfolio Review: 15 November 2022
Millikan, one of the several Relative Momentum portfolios, is up for review this morning. This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market … [Read more]
Carson Portfolio Checkup: 12 November 2022
Based on Bullish Percent Indicator data published earlier, a few changes are required for this new and unique portfolio titled Carson. In case you missed it, I merged the dollars from the Carson HA, Carson BHS, into what was the Carson LRPC and … [Read more]
Einstein Portfolio Review: 9 November 2022
Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark. The expectation for RS portfolios is to resist draw-downs, and that has not been the case. Portfolios that … [Read more]
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