With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio. Think through what asset classes or factors you want to include in the portfolio. Below are […]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter
In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top 3 groups of the REDA rankings. In this post I will again use the REDA group classifications but will add an entry filter requiring […]
What Securities Should I Have In My Investment Quiver?
One of the investing disciplines is knowing what securities to use to construct a portfolio. A lot of research on this blog centers around the “Rutherford 10” ETFs so that is a good starting place for investors. However, we need to recognize there are potential options that go beyond the “Rutherford 10.” As a general […]
Dividend Champions: A Tranche Momentum Analysis
Not all ITA Wealth Management readers use ETFs to build their portfolios. There are readers who have an interest in dividend oriented individual stocks. The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu: The analysis […]
Baker’s Dozen Fictitious Portfolio
Investors interested in working with fewer ETFs will find the Baker’s Dozen more to their liking. This is a fictitious portfolio without any real money invested. Nevertheless, it provides another model, be it a simpler one, for readers to examine and consider. The thirteen ETFs include the “Rutherford 10” plus QQQ, BIV, and JNK. By […]
Sector Investing: A Simple Approach
Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors. Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following. “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.” This blog is a multi-level explanation of […]
What Are The Screening Processes For Portfolio Construction?
What processes are followed to come up with the ETFs and stocks needed to construct a momentum oriented portfolio? The screening model laid out below is quite different than what I use to build passively managed portfolios such as the Schrodinger. Here are the steps I follow. Begin with the “Rutherford 10” as these ten […]
Building A Better “Mousetrap” Using Value-Momentum Screens
Constructing a stronger portfolio is going to require a little more work as well as expand our options beyond the “Rutherford 10.” Over the next several weeks look for the following changes to occur, particularly in reviews of larger portfolios where flexibility is available. Inclusion of a few (5 or 6) stocks that pass the […]
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