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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

Carson Trio Reviews: 31 March 2022

April 1, 2022 By Lowell Herr 2 Comments

  With the first quarter of 2022 history, it is time to update the Carson Trio.  These three portfolios are an experiment where three investing models, built into the Kipling spreadsheet, are under investigation.  The three models go by … [Read more]

Rutherford Portfolio Review (Tranche 4): 25 March 2022

March 28, 2022 By HedgeHunter Leave a Comment

Last week I commented that we had just broken out of the recent downtrend channel (but maybe not  far enough to feel confident that we were totally out of it) but this past week saw a continuation of the bullish "bounce": and US equities ended the … [Read more]

Pauling Portfolio Review: 25 March 2022

March 25, 2022 By Lowell Herr 1 Comment

Early in March the Pauling portfolio ranked #12 out of 16 in IRR performance and #8 when calculating for risk.  For comparison, the Schrodinger ranked #5 in IRR and #9 on a risk adjusted basis.  I plan to post an update on the performance numbers … [Read more]

Franklin Portfolio Update: 23 March 2022

March 23, 2022 By Lowell Herr Leave a Comment

Next to the youngest of the ITA portfolios is the Franklin, launched at the end of November of 2020.  This launch date is the reason the performance data uses 11/30/2020 as the starting date.  Only the Copernicus, launched this past January is … [Read more]

Galileo Portfolio Review: 22 March 2022

March 22, 2022 By Lowell Herr 3 Comments

The Dual Momentum™ Galileo portfolio is scheduled for review this afternoon.  A few settings are important to consider.  The obvious setting are:  1) The investing model is set to DM.  2) The VTI target filter is turned off.  Less obvious is the … [Read more]

Darwin Portfolio Review: 18 March 2022

March 20, 2022 By HedgeHunter Leave a Comment

The Darwin Portfolio is a basic "Core" portfolio of five ETFs that are adjusted only occasionally as allocations go out-of-balance based on Risk Parity requirements. Superimposed on this is a holding in volatility-base assets that is designed to act … [Read more]

Rutherford Portfolio Review (Tranche 3): 18 March 2022

March 20, 2022 By HedgeHunter Leave a Comment

US Equities had a strong week with the S&P 500 Index ending the week ~5.5% higher than last week's close: Prices have broken out of the downward trend channel but are sitting at the 440-445 level that may offer strong resistance and push … [Read more]

Bullish Percent Indicators: 19 March 2022

March 19, 2022 By Lowell Herr Leave a Comment

Normally, I don't use this Bullish Percent Indicator (BPI) data to manage or influence portfolio management decisions.  I use it to give a broad view of how the U.S. Equities market is performing.  However, I did take advantage of BPI data when the … [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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