Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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]
Millikan Portfolio Review: 8 November 2022
The Millikan portfolio is not scheduled for an update until later this month. However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks. When I checked … [Read more]
Hawking Portfolio Review: 4 November, 2022
The Hawking is an "Income" portfolio based on the income generated from Closed-End-Funds (CEFs). Current holdings look like this: … [Read more]
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