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Recent Blog Entry

McClintock Portfolio Review: 16 August 2022

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...]

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

Bullish Percent Indicators: 15 July 2022

July 16, 2022 By Lowell Herr Leave a Comment

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

July 15, 2022 By Lowell Herr 2 Comments

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

July 12, 2022 By HedgeHunter 2 Comments

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

July 11, 2022 By Lowell Herr 1 Comment

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

July 9, 2022 By HedgeHunter Leave a Comment

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

July 4, 2022 By HedgeHunter Leave a Comment

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

July 3, 2022 By HedgeHunter Leave a Comment

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

July 2, 2022 By Lowell Herr Leave a Comment

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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General Investment News

Portfolios coming up for review are:  McClintock and Gauss.  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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