Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to … [Read More...]
Portfolio Summary: 16 January 2023
This blog post is a review for long-time members. New members may not be aware of the different investing models used here at ITA. The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios … [Read more]
Bullish Percent Indicators: 13 January 2023
Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio. Energy, Financial, and Real Estate all moved into the over-bought zone this week. All major indexes are bullish. None of the indexes penetrated the over-bought … [Read more]
Hawking Portfolio Review: 10 January, 2023
The Hawking Portfolio is a Buy-and-Hold "Income" Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like … [Read more]
Millikan Portfolio Update: 10 January 2023
Millikan, one of four Sector BPI portfolios, is the model up for review this morning. This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected. I just checked and it ranked #14 based on IRR data … [Read more]
Kahneman-Tversky Portfolio Review: 9 January, 2023
We start off the New Year with the following picture of performance for the Kahneman-Tversky (K-T) Portfolio through 2022: The portfolio showed less volatility than the benchmark AOR Fund but returns were slightly lower with a ~16% draw-down on the … [Read more]
Darwin Portfolio Review: 6 January 2023
The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements … [Read more]
Carson Portfolio Review: 9 January 2023
With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson. No changes are required at this time. There is one change in the Sector BPI model that I'll explain in a … [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]
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