On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread … [Read More...]
Rutherford Portfolio Review (Tranche 1): 24 March 2023
Despite the negative reaction and high volatility following Wednesday's Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week's close: However price is still sitting at the top of a 2 … [Read more]
Rutherford Portfolio Review (Tranche 5): 17 March 2023
It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [Read more]
Bullish Percent Indicators: 18 March 2023
This week the Bullish Percent Indicators produce interesting information as well as several anomalies. If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]
Schrodinger Portfolio Review: 15 March 2023
One of two reference portfolios is the Schrodinger. The other is the Copernicus. Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well. As for the term … [Read more]
Rutherford Portfolio Review (Tranche 4): 10 March 2023
It was a brutal week in the US equity markets with stocks down ~5% on the week: This has taken us below the 200-day Simple Moving Average (SMA) and other potential support levels at ~3940 and back into the 1 SD downtrend channel that started at the … [Read more]
Hawking Portfolio Review: 3 March, 2023
The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields … [Read more]
Kahneman-Tversky Portfolio Review: 3 March 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) Portfolio that needs little adjustment/management. The choice is to invest in only one of three ETFs or move to Cash (or SHY). The only "complexity" comes from the fact that the portfolio … [Read more]
Darwin Portfolio Review: 3 March 2023
The Darwin Portfolio is a risk-adjusted allocation model with volatility targeting used to determine how many shares of each asset to hold. The portfolio holds only 5 conventional, but diversified, asset classes plus a 10% holding in a volatility … [Read more]
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