It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks. This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline. … [Read More...]
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 … [Read more]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can … [Read more]
Schrodinger Portfolio Review: 21 July 2022
The often touted Schrodinger is again up for review. I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models. As a result, one can use the Schrodinger or a similar … [Read more]
McClintock Portfolio Review: 10 June 2022
McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Is this investing model doing an adequate job for the owner of this portfolio? Follow along as I walk through the review or updating process. If there are … [Read more]
How To Handle This Selloff: 18 May 2022
With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff? Let's take a simple example. These suggestions assume cash is available. Eventually the market will come back. As long as … [Read more]
Learning More About Options
This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [Read more]
Activities This Week
This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review. If the market continues its volatile ways, and I expect it will, I'll update a few other portfolios to make sure they are set properly for what is … [Read more]
Investment Policy Statement: February 2022
The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing "[An … [Read more]
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