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You are here: Home / Archives for Portfolio Management / Portfolio Construction

Reworking The Investment Quiver

September 25, 2020 By Lowell Herr

With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio.  Think through what asset classes or factors you want to include

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

May 30, 2021 By hedgehunter

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple Buy-And-Hold portfolio of ETFs that requires little or no management. 

Filed Under: Critical Material, Beginning Investors, Portfolio Construction Tagged With: Critical Material, Portfolio Construction

Asset Allocation and Market Factors

December 30, 2021 By Lowell Herr

Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, or ETFs to populate portfolios?  This is a fundamental question.  Here at ITA

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Risk Management Tagged With: Passive Portfolio, Schrodinger Portfolio

Millikan Portfolio Update: 11 April 2023

April 11, 2023 By Lowell Herr

Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index.  Follow along

Filed Under: Millikan Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Franklin Portfolio Update With A Bard Example: 12 April 2023

April 12, 2023 By Lowell Herr

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss

Filed Under: Franklin Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Gauss Portfolio Update: 15 April 2023

April 15, 2023 By Lowell Herr

This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment

Filed Under: Gauss Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Franklin Sector BPI Update: 18 April 2023

April 18, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past

Filed Under: Franklin Portfolio, Portfolio Construction, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction

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