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...]
Absolute Acceleration
Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]
Over-Valued Market: Four Critical Indicators
Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time. Today's post (Part 2) is an update and review of that information. U.S. Equities have not cooled … [Read more]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter
In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top … [Read more]
Nine Stock Portfolio
This is the final tranche momentum analysis for stocks today. This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations: The two stocks to sell out of the portfolio are NVO and TSS … [Read more]
Stocks: Another Tranche Momentum Look
Here is a second list of individual stocks. Only two show up as potential purchases. Tranche Momentum Recommendations: The recent market downturn hit most of these stocks. Only two, MU and NVDA, are ones I would consider for purchase. Just … [Read more]
Dividend Champions: A Tranche Momentum Analysis
Not all ITA Wealth Management readers use ETFs to build their portfolios. There are readers who have an interest in dividend oriented individual stocks. The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha … [Read more]
The Importance of Algorithms
Doubt is not a pleasant condition, but certainty is an absurd one. - Voltaire I'm a fan of books written by Michael Lewis. A few that stand out are: Liar's Poker, Moneyball, The Big Short, and Flash Boys. Lewis' latest work, The Undoing … [Read more]
Broad Market Conditions: Pay Attention
Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market. Yet here we are today facing an even higher market. Here is current data on the four indicators discussed on the … [Read more]
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