Rachel Carson is the portfolio up for review this morning. As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan. Thus far the data is quite positive as readers and followers of the Sector BPI … [Read More...]
Using Rotation Data in an Investment Strategy Model
Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]
Bohr Portfolio Review: 24 August 2022
Bohr is one of the growth-income portfolios that is essentially a passive portfolio. Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio. While the Kipling spreadsheet is used … [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]
- « Previous Page
- 1
- …
- 55
- 56
- 57
- 58
- 59
- …
- 80
- Next Page »