In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: "Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias … [Read More...]
Huygens Portfolio Review: 6 December 2021
Huygens is the portfolio up for a complete review this morning. This portfolio is patterned after the Hawking, the first of this kind on the ITA site developed by Hedgehunter a few months ago. The Hawking and Huygens are income oriented portfolios … [Read more]
Rutherford Portfolio Review (Tranche 3): 3 December 2021
It was a nervous week in US equity markets with the SPX Index closing down ~ 1.2% from last week's close. However, there were four days with ~100 point ranges and Implied Volatility (lower panel) has increased significantly: The above chart shows … [Read more]
Beginning to Advanced Investors: 4 December 2021
There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction. Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog was … [Read more]
Schrodinger Portfolio Review: 1 December 2021
When it comes to ease of review, none take less effort than the Schrodinger portfolio. All I do with this portfolio is see if any ETFs were purchased or sold. If there were transactions I record them in the Investment Account Manager (IAM) software … [Read more]
Bullish Percent Indicators: 26 November 2021
Several weeks ago was the last time I published information on Bullish Percent Indicators. Friday's market decline is the motivation for posting this information as I am interested in how the decline of U.S. Equities impacted the Point and Figure … [Read more]
McClintock Portfolio Review: 24 November 2021
Happy Thanksgiving Before getting into the McClintock review, let me wish everyone a Happy Thanksgiving. I realize it is a few weeks late for Canadian citizens. Just help celebrate with us tomorrow. As one of three Dual Momentum portfolios … [Read more]
Darwin Portfolio Review: 23 November 2021
Yesterday was 20 days since the last review of the Darwin Portfolio so positions were adjusted today based on the Risk Parity allocations suggested by the model. Based on yesterday's closing prices, recommended holdings in the five "Core" assets … [Read more]
Huygens Interim Update: 22 November 2021
Below is the new Investment Quiver for the Huygens portfolio. Note the 8.17% yield. Remember that the primary goal for this portfolio is to generate an income of 8.0% or higher. There is another $5,000 to invest this morning after the … [Read more]
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