Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]
What Is Working?
After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios. Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high … [Read more]
Kepler Portfolio Review: 26 September 2022
Kepler, one of the Relative Strength or Relative Momentum portfolios is up for review this morning. Now that we are very close to the end of the third quarter, and this pertains to the close of any quarter, I'm reluctant to make any major changes. … [Read more]
Schrodinger Portfolio Review: 23 September 2022
Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog. This portfolio was initially established as an answer to the question, "Who Will Manage the Family Portfolio When You Die?" The answer was, place the … [Read more]
Bohr Portfolio Review: 22 September 2022
Bohr is a Buy and Hold style portfolio where the investment quiver is made up of a group of ETFs designed to produce growth and another group of Closed-End-Funds set up to produce income. Think of the Bohr as a blend style portfolio. The Bethe is a … [Read more]
McClintock Portfolio Review: 19 September 2022
McClintock is one of four Dual Momentum™ portfolios and one of the better performers. With the market up slightly this morning, what advice is likely to come out of the Dual Momentum recommendation. Follow along for more information. … [Read more]
The Argument for Self-Management
ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios. Numerous models are explained and updated each month. These models vary from the very simple to a few that are more … [Read more]
Photographic Software Hints
ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful. Here are a few suggestions. I've been a Lightroom user from Version 1 on and it will be difficult to move away from … [Read more]
Using Rotation Data in an Investment Strategy Model
Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]
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