Kepler is one of several Relative Momentum portfolio tracked here at ITA.  Next week one Income and two Dual Momentum™ portfolios are scheduled for review. As readers will see in the first screenshot, the Kepler holds a considerable percentage in cash, not a bad position to be in during this bear market.  When specific sectors […]

Kepler is one of several Relative Strength (RS) or Relative Momentum portfolios.  In addition, it continues to be one of the top performing portfolios tracked here at ITA Wealth Management.  Of the various investment models, RS models require more decisions that the other models followed here at ITA. If you wish to back test Relative […]

Kepler, one of the Relative Strength or Relative Momentum portfolios is up for review this morning.  Now that we are very close to the end of the third quarter, and this pertains to the close of any quarter, I’m reluctant to make any major changes.  One reason is that I want to secure any possible […]

Kepler, one of two remaining Relative Momentum portfolios, is the account up for review today.  This review comes at a time when the U.S. Congress is a mess and we have concerns such disruptions may work their way into the financial markets.  Readers will note the cautious approach when working with portfolios such as the […]

Prepare for a less than stellar performance from the Kepler as I walk through this review.  Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly.  The result is the same disappointing performance that will require some changes if this continues over the next several months.

Kepler, one of two Relative Strength portfolios, is up for review today.  Over the past 14 months neither the Einstein or Kepler have demonstrated the performance/risk level expected of this model.  Regardless, I’m going to continue testing this investing model as we need to see how it works in something other than the poor investing […]