I use the plural (portfolios) as I think most families will have multiple accounts. Even for a single individual one portfolio will be a Roth IRA while another is a taxable account. For argument sake, let's assume a family will have at a minimum three different portfolios. How would I go about building these three accounts. For couples, I recommend each have their own personal accounts … [Read More...]
Bullish Percent Indicators: 26 June 2020
Bullish Percent Indicators give us a broad overview of how well U.S. Equities are performing. This last week has been a bloody one for the stock market as every indicator, be it a broad index or a sector, took a beating. The increased number of … [Read more]
Alternative Portfolio: The Factor Model
Are you leery about investing your money in one or two ETFs as recommended when using either the Dual Momentum or Swensen models? If so, this sample Factor portfolio goes to the other extreme. Forty (40) ETFs from all the different factors are … [Read more]
Constructing A Swensen Portfolio: 17 June 2020
Fifteen years ago David Swensen authored Unconventional Success: A Fundamental Approach to Personal Investment. Swensen is well-known for his outstanding management of the Yale Endowment Fund. On pages 83 and 84 of his book, Swensen lays out the … [Read more]
Bullish Percent Indicators: 13 June 2020
Several weeks passed since I last posted Bullish Percent Indicator (BPI) data. The first week in June and this past week's data show the extreme volatility of the U.S. Equities market as all but one sector was in the offensive camp last week, only … [Read more]
How To Handle Choppy Markets: 12 June 2020
Yesterday was another equity shattering market. How do we handle such markets, particularly in light of the gray and uncertain future ahead? Covid-19 is raising its ugly head throughout the western states and it is not going to abate for at least … [Read more]
Bare Bones Portfolio: For Beginning Investors
Simplify - simplify. That is the effort with this sample portfolio. The Basic portfolio follows the Occam's razor principle or to paraphrase - "The simplest solution is most likely the right one". The following portfolio is also a good one for … [Read more]
Dual Momentum: Three Pronged Approach
This blog is a continuation of prior advice where I recommended using different models to manage the "family portfolio." While this approach is a little more complicated than managing a single portfolio, there is added diversification tied to timing … [Read more]
GLD Inflation Play – Option Position Update – 15 May 2020
Rather than adding updates at the bottom of my original post (https://itawealth.com/is-inflation-risk-likely-to-increase-a-low-cost-option-strategy-for-possible-participation/) I will start a new thread to avoid having to scroll down too much. The … [Read more]
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