After a rough start on Monday, U.S. Equities bounced strongly for the rest of the week to again close at all-time highs: The weekly range was also a little unusual in that it was greater than the Expected Move as calculated from the Implied Volatility of Option prices. The weekly returns of ETFs in the Rutherford quiver are shown below: with the portfolio holding the following … [Read More...]
Dirac Portfolio Review – 28 May 2021
I am presently in the process of moving funds around a bit - and I also have to make mandatory withdrawals from some of my retirement accounts - so this is one portfolio that gets affected. Although the Dirac portfolio was last year's best … [Read more]
Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple … [Read more]
Bullish Percent Indicators: 21 May 2021
Check out the May Bullish Percent Indicators. As you look over the following two screenshots, use the X's and O's on the right side as a quick overview of what is happening to U.S. Equities. I pay most attention to the NYSE and NASDAQ indexes as … [Read more]
Investing Rules Regardless of Investing Model
There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don't feel you … [Read more]
Rutherford Portfolio Review (Tranche 5) – 21 May 2021
After a brief scare on Wednesday, U.S. equity markets recovered to close down only ~0.4% from last weeks close and continue to trade just below the $4200 resistance area in the S&P Index: Implied Volatility remains slightly elevated but … [Read more]
Life Insurance: My Story
Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You've Heard About Investing Is Wrong -- And What To Do Instead. Here are the … [Read more]
Dual Momentum Investing by Gary Antonacci
Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum. Relative strength momentum compares the trend of one security with respect to another security. Platinum members are familiar with this concept as we are always … [Read more]
How Risky is Your Portfolio? – Another Perspective
Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?” and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented … [Read more]
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