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...]
McClintock Portfolio Review: 10 June 2022
McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Is this investing model doing an adequate job for the owner of this portfolio? Follow along as I walk through the review or updating process. If there are … [Read more]
Millikan Portfolio Review: 3 June 2022
In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months. This portfolio is built around the principles … [Read more]
How To Handle This Selloff: 18 May 2022
With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff? Let's take a simple example. These suggestions assume cash is available. Eventually the market will come back. As long as … [Read more]
Learning More About Options
This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [Read more]
Protecting Portfolio Performance
We are all conscious of the fact that US Equity markets have been in a strong bullish trend since the financial crisis of 2008. With the exception of the 2020 Covid-19 correction - a ~20% pullback in prices from which we recovered very quickly - we … [Read more]
Activities This Week
This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review. If the market continues its volatile ways, and I expect it will, I'll update a few other portfolios to make sure they are set properly for what is likely to … [Read more]
Investment Policy Statement: February 2022
The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing "[An … [Read more]
Response to Comments made by ITA member (John Shelton)
In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: "Thx for the very gloomy report. From a psychological … [Read more]
- « Previous Page
- 1
- …
- 153
- 154
- 155
- 156
- 157
- …
- 182
- Next Page »