Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen portfolios are reviewed at least every 33 calendar days. Several, such as the Carson, are updated each week. To learn more about the details of the … [Read More...]
Kahneman-Tversky Portfolio Review: 4 November, 2022
The Kahneman-Tversky (K-T) Portfolio is a simple portfolio managed using the Dual Momentum (DM) investment approach. Since at least one new member (@Ken Dorge) has indicated an interest in adopting this simple model I will spend a little more time … [Read more]
Rutherford Portfolio Review (Tranche 1): 4 November 2022
This was a weak week (double we{a}k's) for US equities with the S&P index closing ~3 % lower than last week's close: Last week I noted that we had broken out of the short-term 1 SD downtrend channel but warned that we were not outside the … [Read more]
ITA Portfolios: Summarizing Investing Approaches
Whether you are a ten year reader or new to ITA Wealth Management, knowing something about the portfolios tracked here on this blog site is useful as you construct and manage your own portfolios. Investors need to know that the focus of ITA is on … [Read more]
New Carson Launched: 4 November 2022
Welcome to the new Carson portfolio. With the advent of the Carson we add another investing model to our arsenal. With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios. The … [Read more]
Carson Portfolio: Creating A New Investing Model
Coming sometime over the next two month is a new investing model. I'll classify it as a Bullish Percent Indicator ETF Sector Model. I've hinted at this approach from time to time, but have not laid out the investing strategy in detail. I have no … [Read more]
Rutherford Portfolio Review (Tranche 5): 28 October 2022
It was another good week for US equities with markets up a little over 4% from last week's close: However, as can be seen from the above screenshot, we are still within the downtrend channel defined by the lower highs and lower lows within the 1 … [Read more]
Bullish Percent Indicators: 28 October 2022
There are few surprises this week due to the strong day on Friday to end the week. Buying opportunities vanished as you might imagine. There is one anomaly (Health) so pay more attention to the percentage changes rather than the X's and O's on the … [Read more]
Rutherford Portfolio Review (Tranche 4): 21 October 2022
It was a good week for US equity markets with a 4.5% bounce higher from last week's close: However, I still don't think that it's clear where we go from here. We are clearly in a longer term down channel (A to D) that started at the beginning of … [Read more]
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