ITA Wealth Management

  • Home
  • Blog
  • Guest Registration
  • Lifetime Member
  • Forum
  • Reset Password
  • Contact Me
  • About Me

Recent Blog Entry

McClintock Portfolio Review: 16 August 2022

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND).  Since SCHP is also … [Read More...]

Lifetime Membership

Lifetime ITA Membership

To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. Lifetime membership is now available for $100 to new subscribers.  Below are the instructions to gain access to the Kipling spreadsheet.   Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make … [Read More]

Beginning Investors

Occam’s Razor and Investing

Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor?  The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to the 14th century Franciscan friar, William of Ockham.  Isaac Newton stated the Occam’s Razor another way with this rule. “We are to admit no more causes … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Users Online

7 Users Online
Users: HedgeHunter, Steven Lefley, 3 Guests, 2 Bots

Blog Archives

Carson Trio Review: 29 July 2022

July 29, 2022 By Lowell Herr 3 Comments

On the last business day of each month the Carson Trio of portfolios are reviewed and updated.  The Carson Trio experiment began over two years ago and during this period we experienced very strong and very weak stock markets.  Looking back, it was … [Read more]

Huygens Portfolio Review: 27 July 2022

July 27, 2022 By Lowell Herr Leave a Comment

Investors interested in setting up an income portfolio may find the Huygens and Hawking portfolios of interest.  Both portfolios are built around Closed End Funds (CEFs).  This morning I'll be updating the Huygens.  Second quarter dividends are in … [Read more]

Notification Test

July 25, 2022 By Lowell Herr 4 Comments

Notification test. This is a simple test to see if MailPoet, a new notification plugin is working.  Leave a comment if you received this notification.  You may first need to subscribe for notifications.  I think this plugin is setup so you can … [Read more]

Rutherford Portfolio Review (Tranche 1): 22 July 2022

July 23, 2022 By HedgeHunter 4 Comments

Despite Friday's pullback it was another positive week for US equities with the S&P 500 up ~2.6% on the week: Tentatively, it looks as though prices may have moved out of the downtrend channel that they have been in for the past ~6 months - … [Read more]

Bullish Percent Indicators: 22 July 2022

July 23, 2022 By Lowell Herr Leave a Comment

What a difference one week can make when the market rebounds, as it did this week.  Every major index and market sector turned bullish.  Quite a remarkable week for equity investors. When examining the following tables, pay attention to the X's … [Read more]

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr 4 Comments

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar … [Read more]

Darwin Portfolio Review: 17 July 2022

July 17, 2022 By HedgeHunter Leave a Comment

The Darwin Portfolio is a "Core" portfolio of fixed assets that is only adjusted when holdings move out of range by more than 20% of the calculated risk-parity allocations. Current calculated allocations, based on a very aggressive 10% volatility … [Read more]

Rutherford Portfolio Review (Tranche 5): 15 July 2022

July 17, 2022 By HedgeHunter Leave a Comment

Although the week started off with sharp declines in the prices of US equities we ended the week with a bounce and an ending only ~1% lower than last week's close: Prices are still sitting at the top of the downtrend channel and we will have wait … [Read more]

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • …
  • 43
  • Next Page »

Popular Posts

  • Portfolio Management In A Volatile and Bearish Market
  • Hawking Portfolio Review – 1 April 2022
  • Rutherford Portfolio Review (Tranche 1): 8 April 2022
  • How To Handle This Selloff: 18 May 2022
  • 2022 Guidelines for Relative Strength Portfolios
  • Rutherford Portfolio Review (Tranche 5): 1 April 2022
  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Bullish Percent Indicators: 20 May 2022
  • Investment Policy Statement: February 2022
  • Darwin Portfolio Review: 18 April 2022

General Investment News

Portfolios coming up for review are:  McClintock and Gauss.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Galileo Dual Momentum Portfolio: 14 January 2022
  • Retirement Planning Mistake #4
  • Preparing Investments for 2022
  • Rutherford Portfolio Review (Tranche 4): 8 July 2022
  • Rutherford Portfolio Review (Tranche 1): 19 November 2021
  • Regression Analysis and The Schwert Effect
  • Why I Use ETFs Instead of Individual Stocks
  • Bullish Percent Indicators: 11 February 2022
  • Hawking Portfolio Review – 3 May 2022
  • The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
  • Retirement Planning Mistake #3

Log in | Website Design by BOING