Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen portfolios are reviewed at least every 33 calendar days. Several, such as the Carson, are updated each week. To learn more about the details of the … [Read More...]
Rutherford Portfolio Review (Tranche 4): 25 November 2022
In a trade-shortened week leading into the Thanksgiving holiday, US markets showed their seasonal bullish trend with a ~1.5% gain on the week: This leaves US equities in a short-term bullish trend but still sitting at the top boundary of the … [Read more]
Thanksgiving Wishes
Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon. Thank you for keeping in touch and reading this investment blog. A few of you have been here for the nearly 15 years I've been writing this blog. A special … [Read more]
McClintock Portfolio Review: 23 November 2022
Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer. The exact reason remains somewhat of a mystery. I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the … [Read more]
Rutherford Portfolio Review (Tranche 3): 18 November 2022
It was a relatively quiet week in US Equity markets with the sector closing down slightly on the week and prices still sitting at the top of the 1 Standard Deviation (SD) longer-term downtrend channel and at the center of the shorter-term uptrend … [Read more]
Carson Portfolio Update: 18 November 2022
Carson is a new portfolio and as such I need to establish a baseline of data. Thus the reason for this blog post as no transactions are recommended. Normally I would post nothing concerning the Carson as there are no Buy or Sell recommendations. … [Read more]
Rutherford Portfolio Review (Tranche 2): 11 November 2022
Market reaction to Consumer Price Index (CPI) numbers released on Thursday, before the markets opened, resulted in a significant jump (~6%) in index prices: Although this news has encouraged investors to get back into the market (maybe to help Santa … [Read more]
Bullish Percent Indicators: 11 November 2022
Despite the strong U.S. Equities market at the end of this week, I did not anticipate we would see over-bought sectors of the market which in turn will impact the Carson portfolio. As you see in the second screenshot below, six of the ten sectors … [Read more]
Darwin Portfolio Review: 4 November 2022
The Darwin Portfolio is a "Buy-and Hold with periodic rebalancing" portfolio based on the Ray Dalio/Bridgewater Associates investment model. Performance of this portfolio since inception (possibly bad timing) is shown below: or, in "stacked" … [Read more]
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