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...]
Splitting Portfolio Into Multiple Parts
Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015. Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review … [Read more]
Test Notification of New Blog Posts
Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts. As the Sysop I log on to the site every day, but this is not convenient for all readers. Apparently a new plugin upgrade reset the … [Read more]
Stock Recommendations: 12 April 2016
Below are the stock screen settings and the results from the screens. Here is a link to show what all is involved in the F Score screen. … [Read more]
Beating the Dow With Bonds
Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds. O'Higgins made a name for himself with his Dogs of the Dow book. Both systems are filled with errors. The following review came to mind as I read Jim Sloan's … [Read more]
Stocks: A Basic Screen and Resulting List of Securities
With less than overwhelming requests for information on individual stocks, here is a basic sample of what can be accomplished by using a particular screen. The following is known as the Josef Lakonishok screen and as the description implies, this is … [Read more]
Music Recommendations For Easter
Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season. While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [Read more]
Over-Valued Market: Four Critical Indicators
ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued. As investors, we need to pay attention to these long-term indicators. The links below provide quick access to the numerical values backing the high … [Read more]
The Nasty Mathematics of Volatility
Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started. Below is an example of why this is an important concept to consider … [Read more]
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