I use the plural (portfolios) as I think most families will have multiple accounts. Even for a single individual one portfolio will be a Roth IRA while another is a taxable account. For argument sake, let's assume a family will have at a minimum three different portfolios. How would I go about building these three accounts. For couples, I recommend each have their own personal accounts … [Read More...]
Investing As A Beginner: Where To Start
One of the first moves, as a young investor, is to let The Golden Rule of Investing sink into the inner reaches of the brain. There is no substitute for this rule. None! Pay particular attention to the word -EARLY. The second rule of … [Read more]
Millikan As Example For Risk Controls
Friday is the regularly scheduled day to update the Millikan. This blog post is designed to walk readers through the process of how one controls portfolio risk using the Kipling spreadsheet. Risk management is an essential part of portfolio … [Read more]
GLD Options Inflation Play – 08 July 2020 Update
Three months ago I opened a simple two-legged option position in GLD (https://itawealth.com/is-inflation-risk-likely-to-increase-a-low-cost-option-strategy-for-possible-participation/). This position gave me the option to buy 100 shares in GLD at … [Read more]
Millikan Portfolio: An Interim Look
The Millikan merits an interim look as 50% of the portfolio is in cash. With a little more emphasis on value and size, the investment quiver of the Millikan would qualify as a Factor oriented portfolio. Since size, value, and momentum are … [Read more]
Why Think Small: Relative Strength Model
Why think small when it comes to portfolio construction? There are a few compelling reasons which I will explain below. Here are a few for starters. It is easy to track and there are fewer trades. With fewer trades, there is less slippage … [Read more]
Bullish Percent Indicators: 3 July 2020 – Good Week For Equities
This past week was a strong four business days for U.S. Equities despite the rise in Covid-19 cases and deaths. Unemployment dropped approximately two percentage points. However, another million workers applied for unemployment and this trend is … [Read more]
Investment Portfolio of Interest
The Einstein (Investment Portfolio of Interest), based on the feedback questionnaire, is one of the favorite ITA portfolios. While today is not the scheduled review day, I am taking a fresh look at the portfolio. Included in the following post are … [Read more]
Rutherford Portfolio Review (Tranche 3) – 26 June 2020
This week we will review the Rutherford Portfolio with a focus on Tranche 3. This analysis can be compared with Lowell's earlier post (https://itawealth.com/protecting-capital-using-rutherford-example/) using the same quiver of assets. First of … [Read more]