What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United States. Looking up this data, I found that the average retirement income is $50,200 per year and the average … [Read More...]
Bullish Percent Indicators: 26 February 2021
It has been several weeks since I last posted any information on Bullish Percent Indicators (BPI). BPI is also known as Point and Figure (PnF) charting. Several "anomalies" pop up this week due to the unusual volatility. This happens when action … [Read more]
Constructing The Family Portfolio
This is old material for long-time readers, but may be new to folks who have joined ITA in the last six months. If you have been following this blog for some time you know there are numerous models explained and reviewed here on a regular (monthly) … [Read more]
Dual Momentum Over Past Year – February 2020 – February 2021
This coming week two Dual Momentum portfolio are scheduled for a complete review. Those two portfolios are: Galileo and Pauling. For investors interested in more information on the Dual Momentum model, I've written a number of articles on this … [Read more]
Schrodinger Portfolio Review: 18 February 2021 – Robo Advisor Account
While the Schrodinger is an asset allocation portfolio, it is a special type in that the owner does nothing except invest money and specify the stock/bond ratio. If I recall correctly, this portfolio is approximately 70% stocks, 20% bonds, and … [Read more]
Sample Carson IRR Comparisons
Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios? I have access to all the data through October of this year and I can generate a similar table for the … [Read more]
Reworking The Investment Quiver
With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio. Think through … [Read more]
Dirac Portfolio Review – 31 August 2020
I'm reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due. We'll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) … [Read more]
Rutherford Portfolio Review (Tranche 3) – 3 January 2020
To date, performance of the Rutherford Portfolio looks like this: with strong performance over the past month or so as we've rotated into US Equities. The first review of the Rutherford Portfolio in 2020 takes a look at Tranche 3: that is … [Read more]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 25
- Next Page »