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Recent Blog Entry

Copernicus Portfolio Update: 14 May 2022

This is a quick update of the Copernicus, an equity only portfolio.  The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market.  Add money when available and use that cash to purchase shares of ESGV or VTI.  Avoid selling.  Only add to existing shares and let the market run. Copernicus Security Recommendation The only reason for … [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...]

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Blog Archives

Rutherford Portfolio Review (Tranche 3): 22 April 2022

April 25, 2022 By HedgeHunter Leave a Comment

After looking like US equities were going to move higher at the beginning of the week we saw a sharp decline of ~4% over the last 2 days: We have now broken out of the uptrend channel and are back tracking the D3-D downtrend line that I drew 2 … [Read more]

Darwin Portfolio Review: 18 April 2022

April 22, 2022 By HedgeHunter 2 Comments

My apologies for being a little slow with this month's review of the Darwin Portfolio - I have been a little busy trying to get ready for the spinoff Options group. However, it isn't too critical since I don't intend to make any adjustments this … [Read more]

Learning More About Options

April 18, 2022 By HedgeHunter 8 Comments

This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [Read more]

Rutherford Portfolio Review (Tranche 1): 8 April 2022

April 9, 2022 By HedgeHunter Leave a Comment

As I suggested/predicted last week (although I don't rely on my predictions for my investment accounts) we saw a pullback in the price of US Equities over the past week: Although we have not yet broken out of the uptrend channel as defined by the … [Read more]

Gauss Portfolio Review: 08 April 2022

April 8, 2022 By Lowell Herr Leave a Comment

Gauss is one of the classic Relative Strength or Relative Momentum portfolios.  Relative Strength (RS) portfolios operate much as do the Dual Momentum™ (DM) portfolios, only more ETFs are included in the investment quiver and the portfolios are much … [Read more]

Hawking Portfolio Review – 1 April 2022

April 3, 2022 By HedgeHunter 5 Comments

The Hawking Portfolio is an "Income-focused" portfolio constructed from a pool of Closed-End-Funds (CEFs) and does not rely on continuous regular adjustments to manage - the plan is to simply re-invest the "income" generated (since this is not … [Read more]

Rutherford Portfolio Review (Tranche 5): 1 April 2022

April 2, 2022 By HedgeHunter 4 Comments

This was a mixed week for US Equities with the markets showing strength at the beginning of the week but weakening towards the end of the week: Although the above chart is a little messy, note what I would consider a valid "Gartley" harmonic … [Read more]

Kahneman-Tversky Portfolio Review: 1 April 2022

April 2, 2022 By HedgeHunter Leave a Comment

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum portfolio that is split into a "slow" (Kahneman) portion and a "fast" (Tversky) portion based on long (252-day) and short (100- and 60-day) lookback periods for measuring … [Read more]

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General Investment News

Portfolios coming up for review are:  Kepler, Bohr, and Franklin.  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.

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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.

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