In last week’s Options Corner (https://itawealth.com/options-corner-24-august-2020/) I started to build a “position” in SPY (S&P 500) Options and, with a ~$10 move higher in the price of SPY I have added a few more “legs” to the “position” over the past few days. In this post I will update the position and introduce you to […]
Options Corner – 24 August 2020
I realize that most “Investors” are not all that interested in trading Options – in which case you can just skip this post and move on to the next. However, from an educational point of view they can be very informative and provide a leveraged way to play in the markets with controlled risk. In […]
Impact of Key Parameters in the Kipling Workbook
I recently received the following question from ITA member Jim Hotvedt: “How sensitive should rankings be using the BHS model with BL/SH set to “Yes”? I get the exact same rankings (top 4) with the Buy Low/Sell High Period set to 10, 20, 30, and 60. My other settings on the Menu tab are LR1=60, […]
Constructing Family Portfolios
I use the plural (portfolios) as I think most families will have multiple accounts. Even for a single individual one portfolio will be a Roth IRA while another is a taxable account. For argument sake, let’s assume a family will have at a minimum three different portfolios. How would I go about building these three […]
Why Think Small: Relative Strength Model
Why think small when it comes to portfolio construction? There are a few compelling reasons which I will explain below. Here are a few for starters. It is easy to track and there are fewer trades. With fewer trades, there is less slippage due to the bid-ask price spread. It takes less time to set […]
How To Handle Choppy Markets: 12 June 2020
Yesterday was another equity shattering market. How do we handle such markets, particularly in light of the gray and uncertain future ahead? Covid-19 is raising its ugly head throughout the western states and it is not going to abate for at least another year. Which model makes sense and what are the different Dual Momentum […]
Examining Portfolio Management: An Overview
Now that the bull market is over and we are facing the possibility of further market declines, what is the prudent thing to do? Rather than react to this fear driven market, consider how you are going to manage your portfolio over the next 20 to 25 years. For a starting point, assume you have […]
Dividends
Since we are just about through the dividend season this post may be a little late in coming but, with a number of ITA subscribers indicating an interest in getting a better understand of the practical implications, I thought it might be useful to provide a brief description/explanation with a couple of examples from recent […]
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