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...]
Rutherford Portfolio Review (Tranche 2): 24 June 2022
It was a bullish week in US equity markets with prices up over 6% week-over-week and 3% on Friday alone: This took price outside of the weekly Expected Move (as determined from the Implied Volatility of Option prices) and approaching the top of … [Read more]
Bullish Percent Indicators: 24 June 2022
This past week was very strong for U.S. Equities and it raises the question - did we hit the market bottom? That seems unlikely with high inflation, but rather than make any predictions, let us check the Bullish Percent Indicator percentages. The … [Read more]
Darwin Portfolio Review: 17 June 2022
The Darwin is a "Core" portfolio of five assets that is adjusted periodically to maintain risk parity as asset volatilities change. This is supplemented by a 10% position in a volatility ETF for a little diversification. The portfolio is also … [Read more]
Rutherford Portfolio Review (Tranche 1): 17 June 2022
It was a brutal week in US equity markets with indices down ~6% on the week: We may see technical support at ~360 (SPY) - that would represent a 25% decline on the Year-To-date (YTD). This is not the first time that we have seen 6% weekly price … [Read more]
Bullish Percent Indicators: 17 June 2022
What information can be gleaned from index and sector Bullish Percent Indicators (BPI)? As mentioned in prior blog posts, BPI data does not play a major role in portfolio management until we witness over-sold percentages as readers can decode in the … [Read more]
Portfolio Management In A Volatile and Bearish Market
Portfolio Management Guidelines Inflation and rising interest rates are throwing sand in the gears of the equities market all over the globe. Bonds are not doing much better so what is an investor to do in this uncertain market? While I don't … [Read more]
Rutherford Portfolio Review (Tranche 5): 10 June 2022
Last week we were looking at what looked like a breakout of the downtrend channel and a possible change to a positive trend (blue regression channels in the following screenshot): This still looked like the case for the first two days of the week … [Read more]
Bullish Percent Indicators: 10 June 2022
Bullish Percent Indicator (BPI) data is only published when I feel there is critical information essential to readers of ITA Wealth Management. This is such a week as Friday's selloff did not do as much damage to the U.S. Equities market as one … [Read more]
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