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Millikan Portfolio Review: 8 November 2022

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The Millikan portfolio is not scheduled for an update until later this month.  However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks.  When I checked yesterday, mid-cap value (VOE) and small-cap value (VBR) were recommended so I purchased […]

Einstein Portfolio Review: 9 November 2022

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Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark.  The expectation for RS portfolios is to resist draw-downs, and that has not been the case.  Portfolios that have resisted the bear market are those portfolios where fewer trades are conducted.  Next month I […]

Carson Portfolio Checkup: 12 November 2022

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Based on Bullish Percent Indicator data published earlier, a few changes are required for this new and unique portfolio titled Carson.  In case you missed it, I merged the dollars from the Carson HA, Carson BHS, into what was the Carson LRPC and renamed it Carson after Rachel Carson.  This new Carson is now managed […]

Copernicus Portfolio Review: 22 November 2022

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Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management.  In addition to the sixteen I track, several more are tracked and managed by Hedgehunter.  Copernicus is the highest risk portfolio in that 100% of the investments focus on U.S. Equities.  This is also a portfolio for the […]

McClintock Portfolio Review: 23 November 2022

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Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the DM portfolios. Based on five years of data with four different Dual Momentum (DM) portfolios, […]

ITA Portfolios: Breaking The Models Into Groups

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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 portfolios are reviewed at least every 33 calendar days.  Several, such as the Carson, are updated each week.  To […]

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