Although we regularly emphasize the importance of Risk Management on this site I often worry that members may feel that we do not provide definitive solutions as to how this should be achieved, despite the fact that we make available tools such as the position sizing spreadsheet. The reason for this is that there is […]
Risk Management: May 2021
With the U.S. Equities market either making or bumping up against new highs, it behooves investors to consider risk management. Here are a few suggestions as to how I am working to protect capital. To illustrate these suggestions, I begin with a $100,000 portfolio managed using the Kipling spreadsheet and a portfolio similar to many […]
How Risky Is Your Portfolio? May 2021
Portfolio risk is a subject I’ve written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate less than stellar returns. Remember the slogan, “Sell in May and go away?” The “go […]
How Risky is Your Portfolio? – Another Perspective
Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?” and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented by their volatility. I thought I would try to provide another perspective on […]
Bohr Portfolio Review: 7 March 2023
Bohr is an income/growth portfolio of which there are two. The other portfolio following this model is the Bethe portfolio. As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per year. When a retiree needs income there is always a difficult decision to […]
Schrodinger Portfolio Review: 15 March 2023
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 reference, I compare all the other portfolios tracked here at ITA with the Schrodinger as […]
Kepler Portfolio Review: 23 February 2024
Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week. There are two reasons why the Kepler is reviewed this morning. The last review occurred early in February and I wanted to […]
Bullish Percent Indicators: 8 March 2024
Innovation is the ability to see change as an opportunity – not a threat. – Anonymous “In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment and strength of a particular sector within the market. By tracking BPI, investors can make informed […]
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