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...]
Rutherford Portfolio Review (Tranche 3): 22 April 2022
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
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
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
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
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
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
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
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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