Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in this case as low volatility. … [Read More...]
Bullish Percent Indicators: 6 January 2023
Bullish Percent Indicators for this first week in January indicate no sectors are over-sold. Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday. If you are managing a Sector BPI portfolio and using … [Read more]
Kahneman-Tversky Portfolio Review: 30 December, 2022
The Kahneman-Tversky Portfolio, that uses the simplest Dual Momentum (DM) model to select one asset from a basket of three, did not perform particularly well in 2022: closing down ~18.4% on the year. While this is slightly less than the ~20% drop in … [Read more]
Preparing the Millikan For Transition: 26 December 2022
Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios. Over the next few weeks the Millikan and Gauss will join the original two. The Millikan and Gauss are laggards and not … [Read more]
Merry Christmas
"Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will … [Read more]
What To Do If The Kipling Spreadsheet Becomes Inoperative?
ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet. Fortunately we have a backup system from Tiingo. If … [Read more]
Buying Guidelines For BPI Model Portfolios: 9 December 2022
BPI Model buying guidelines. Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model. They are: Carson and Franklin. Thus far there have been few buying opportunities as the U.S. … [Read more]
ITA Portfolios: Breaking The Models Into Groups
Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen … [Read more]
Thanksgiving Wishes
Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon. Thank you for keeping in touch and reading this investment blog. A few of you have been here for the nearly 15 years I've been writing this blog. A special … [Read more]
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