The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues to shed negative news and just … [Read More...]
Over-Valued Market: Four Critical Indicators
Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time. Today's post (Part 2) is an update and review of that information. U.S. Equities have not cooled … [Read more]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter
In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top … [Read more]
Nine Stock Portfolio
This is the final tranche momentum analysis for stocks today. This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations: The two stocks to sell out of the portfolio are NVO and TSS … [Read more]
Stocks: Another Tranche Momentum Look
Here is a second list of individual stocks. Only two show up as potential purchases. Tranche Momentum Recommendations: The recent market downturn hit most of these stocks. Only two, MU and NVDA, are ones I would consider for purchase. Just … [Read more]
Dividend Champions: A Tranche Momentum Analysis
Not all ITA Wealth Management readers use ETFs to build their portfolios. There are readers who have an interest in dividend oriented individual stocks. The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha … [Read more]
The Importance of Algorithms
Doubt is not a pleasant condition, but certainty is an absurd one. - Voltaire I'm a fan of books written by Michael Lewis. A few that stand out are: Liar's Poker, Moneyball, The Big Short, and Flash Boys. Lewis' latest work, The Undoing Project, … [Read more]
Broad Market Conditions: Pay Attention
Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market. Yet here we are today facing an even higher market. Here is current data on the four indicators discussed on the … [Read more]
Value-Momentum Stock Update
Value-Momentum stock data as of 2/2/2017 shows the following when analyzed using the yet to be released Kipling Tranche spreadsheet. Six out of over 6,500 stocks passed the screen. … [Read more]
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