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...]
Absolute Acceleration
Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 4: Combining Momentum with Strategic Asset Allocation (SAA)
In previous posts in this series I have used equal (dollar) weighting to determine fund allocations to selected qualifying assets. When Lowell first started this blog (and before I corrupted it with momentum ? ) it was focused directly on passive … [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]
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