Redwoods, California
What is on the other side of the 3 x 5 investment card that you can make use of as an investor? To capitalize on this information, go back and read the basics found on the 3 x 5 card. The links to these two blogs provide overall investment guidance. But where does one go from this point forward? Where are the specifics? How do I go about constructing a portfolio?
To get started I highly recommend going back and reviewing the three basic investment styles used by several portfolios on this blog.
Style One: Strategic Asset Allocation – Two ITA portfolios follow this model. They are:
- Schrodinger Portfolio
- Bohr
Style Two: Dual Momentum – Six ITA portfolios follow this model. The dual momentum model is the easiest to implement, particularly if one is using the Kipling Tranche Spreadsheet. The six portfolios are:
- Franklin
- McClintock
- Pauling
- Euclid
- Aristotle
- Galileo
Style Three: Tranche Momentum Model – Nine ITA portfolios follow the Tranche Momentum Model (TMM) or the Relative Strength model. They are:
- Bethe
- Millikan
- Einstein
- Kepler
- Huygens
- Gauss
- Carson HA
- Carson BHS
- Carson LRPC
While the TMM is made easier with the help of the Kipling spreadsheet, this model of investing requires judgment on the part of the money manager. For that reason, it is more difficult to learn and implement. One can learn the TMM by following the reviews of these nine portfolios. If there are gaps in my explanations, please post comments in the Comments section associated with each blog post.
In a past I’ve written about dividing a portfolio into different parts and using different models for various segments of the portfolio. Not only does this provide additional ETF diversification, but one is reducing risk by diversifying management styles. Give this concept serious consideration.
Link Note: There are numerous links within this blog post. My software does not do the best job of showing these links (underlines are dim) so pay attention and look for the links. I hope there are not too many broken links due to the loss of some historical posts.