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...]
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]
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]
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