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You are here: Home / Archives for Portfolio Construction

Schrodinger Portfolio Review: 4 February 2022

February 4, 2022 By Lowell Herr 3 Comments

Schrodinger is the portfolio up for review this morning.  As long-time readers are aware, the Schrodinger is an Intelligent Portfolio housed at Schwab.  I think of it as a Buy-Hold-Rebalance portfolio managed by

Filed Under: Schrodinger Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Portfolio Construction, Schrodinger Portfolio

Asset Allocation and Market Factors

December 30, 2021 By Lowell Herr 2 Comments

Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, or ETFs to populate portfolios?  This is a fundamental question.  Here at ITA

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Darwin Portfolio Review – 26 October 2021

October 29, 2021 By HedgeHunter

The review date for the Darwin portfolio was 26 October and I did review/adjust the portfolio on that date – I’ve just been a little bit slow in writing this post. On 26 October my workbook was looking like this: suggesting the allocations shown on

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Construction, Portfolio Management, Portfolio Performance

Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting

June 2, 2021 By HedgeHunter

In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the

Filed Under: Critical Material, Risk Parity Tagged With: Critical Material, Portfolio Construction, Risk Parity

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

May 30, 2021 By HedgeHunter

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple Buy-And-Hold portfolio of ETFs that requires little or no management. 

Filed Under: Critical Material, Beginning Investors, Portfolio Construction Tagged With: Critical Material, Portfolio Construction

Gauss Portfolio Review: 13 April 2021

April 13, 2021 By Lowell Herr

Gauss is the portfolio up for review this morning.  I think of this portfolio as one of the Relative Strength or Tranche Momentum portfolios.  The other two main models followed here at ITA are:  Dual Momentum and Asset Allocation.  These models do not

Filed Under: Gauss Portfolio, Buy-Sell-Hold Model, Momentum, Portfolio Management, Portfolio Performance Tagged With: Gauss Portfolio, Portfolio Construction, Portfolio Management

Reworking The Investment Quiver

September 25, 2020 By Lowell Herr

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

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter

May 4, 2017 By Lowell Herr

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

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

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