Last week I presented a number of Option positions that might be used to hedge a portfolio. The only way to “perfectly” hedge a portfolio is to buy a Put Option – but, as we saw ( https://itawealth.com/options-corner-11-september-2020/ ) this can get expensive. A 3-month ATM Put Option on SPY might cost ~$2,000 and this will only cover us for ~$33,400 – so, to protect a $100,000 portfolio (with a … [Read More...]
How The Maximum Asset Allocation Percentages Work
The following article is designed to help investors use the Strategic or Maximum Asset Allocation percentages that are optional in the Kipling spreadsheet. The default setting is to adjust all percentages to 100% and let the Kipling determine the … [Read more]
Hawking Portfolio Review – 31 August 2020
The Hawking Portfolio is a portfolio of Funds with diversification through "growth" objectives and "income" objectives. Let's check on recent performance: where we see a relatively smooth equity curve with the portfolio nicely outperforming … [Read more]
Dirac Portfolio Review – 31 August 2020
I'm reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due. We'll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) … [Read more]
Options Corner – 29 August 2020
In last week’s Options Corner (https://itawealth.com/options-corner-24-august-2020/) I started to build a “position” in SPY (S&P 500) Options and, with a ~$10 move higher in the price of SPY I have added a few more “legs” to the “position” over … [Read more]
Bullish Percent Indicators: 29 August 2020
Bullish Percent Indicators are designed to give investors a broad overview of what is happening to the U.S. Equities market from week to week. Before filling in the numbers, I think back over the week in an effort to see if my general impressions … [Read more]
Options Corner – 24 August 2020
I realize that most “Investors” are not all that interested in trading Options – in which case you can just skip this post and move on to the next. However, from an educational point of view they can be very informative and provide a leveraged way to … [Read more]
The Five Ticker Portfolio
If you were given the assignment to construct a portfolio where only five (5) tickers are permitted in the investment quiver, what are those five securities? No changes are permitted for ten years unless the stock/security changes the symbol (ticker … [Read more]
Rutherford Portfolio Review (Tranche 1) – 21 August 2020
This week we focus on possible adjustments that might be made in Tranche 1 of the Rutherford Portfolio. As usual, a quick look at recent performance: where we see continued growth in portfolio value ahead of our benchmark VTTVX Fund. We next … [Read more]