Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Millikan Portfolio Review: 8 August 2022
This week three different investing models are scheduled for review. The Millikan, reviewed in this post, is known as a Relative Strength or Relative Momentum portfolio. Later in the week I will update the Copernicus, a strictly U.S. Equity … [Read more]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can … [Read more]
Kepler Portfolio Review: 22 July 2022
Kepler is one of several Relative Strength (RS) or Relative Momentum portfolios. In addition, it continues to be one of the top performing portfolios tracked here at ITA Wealth Management. Of the various investment models, RS models require more … [Read more]
Schrodinger Portfolio Review: 21 July 2022
The often touted Schrodinger is again up for review. I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models. As a result, one can use the Schrodinger or a similar … [Read more]
Bohr Portfolio Review: 21 July 2022
Bohr is one of the easier portfolios to manage once it is set up with Closed-End-Funds. Why is this so? This is a Buy & Hold portfolio were dividends and new cash are used to purchase more shares. The plan is to sell no shares so one-half of … [Read more]
McClintock Portfolio Review: 14 July 2022
McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management. Momentum is one of the five factors included in the Fama-French Five-Factor Model. It is not fully understood why momentum is such an important market … [Read more]
Kepler Portfolio Review: 17 June 2022
Kepler is one of several Relative Momentum portfolio tracked here at ITA. Next week one Income and two Dual Momentum™ portfolios are scheduled for review. As readers will see in the first screenshot, the Kepler holds a considerable percentage in … [Read more]
Bohr Portfolio Review: 16 June 2022
Bohr is a growth-income combo portfolio that is taking a beating in today's down market. This is a Buy & Hold portfolio so there is no effort to provide downside protection. Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr … [Read more]
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