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...]
Bullish Percent Indicators: 15 July 2022
What impact did a nearly two percent gain on Friday have on the Bullish Percent Indicators? Not as much as I anticipated as readers will see in a moment. Once more, pay most attention to the NYSE and NASDAQ for a broad look at U.S. Equities. … [Read more]
Franklin Portfolio Update: 15 July 2022
Even though the Franklin is not up for review for a few weeks, I wanted to take a look to see what the Dual Momentum™ recommendation is as this portfolio is one of the poorest performers here at ITA. Since I set limit orders to move out of equities, … [Read more]
Hawking Portfolio Review – 11 July, 2022
The Hawking is an "Income" portfolio built from a quiver of Closed-End-Funds (CEFs) that generate distributions with high yield. The target is to generate at least 8% per year from this income stream. In addition, funds trading at a discount to Net … [Read more]
Copernicus Portfolio Review: 8 July 2022
Copernicus is a portfolio that stands apart from all the other portfolios tracked here at ITA Wealth Management. Its uniqueness is two fold. 1) The securities cover only a single asset class, U.S. Equities. 2) The plan is to never sell shares … [Read more]
Rutherford Portfolio Review (Tranche 4): 8 July 2022
A bullish week in US equities raised values ~2% and leaves prices at the top end of the recent downtrend channel: With the most recent low being higher than the prior low (and low of the year) we will now have to see if prices take out the prior … [Read more]
Kahneman-Tversky Portfolio Review: 1 July, 2022
The Kahneman-Tversky Portfolio is a simple 3-asset portfolio managed by a Dual Momentum™ system that is diversified through the use of slow, long-term (252-day), and faster, short-term (60- and 100-day), look-back periods to calculate … [Read more]
Rutherford Portfolio Review (Tranche 3): 1 July 2022
A 2.3% loss for US equities this week as prices stay within the downtrend channel that we've been in for the past 3 months: Price closed just within the weekly Expected Range after closing below the range on Thursday. Implied Volatility remains a … [Read more]
Bullish Percent Indicators: 1 July 2022
Bullish Percent Indicators for seven broad indexes and ten sectors of the U.S. Equities market provide an overview of where the market is currently, but it does forecast where the market might be by the end of the calendar year. However, if we have … [Read more]
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