ITA Wealth Management

  • Home
  • Blog
  • Lifetime ITA Membership
  • Portfolios
    • Bethe Portfolio
    • Bohr Portfolio
    • Carson Portfolios
    • Dirac Portfolio
    • Einstein Portfolio
    • Franklin Portfolio
    • Galileo Portfolio
    • Gauss Portfolio
    • Huygens Portfolio
    • Kahneman-Tversky Portfolio
    • Kepler Portfolio
    • McClintock Portfolio
    • Millikan Portfolio
    • Pauling Portfolio
    • Rutherford Portfolio
    • Schrodinger Portfolio
  • Forum
  • Reset Password
  • Contact Me
  • ITA Feedback
  • About Me
You are here: Home / Archives for Portfolio Construction

Reworking The Investment Quiver

September 25, 2020 By Lowell Herr 6 Comments

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 […]

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 but will add an entry filter requiring […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

What Securities Should I Have In My Investment Quiver?

March 29, 2017 By Lowell Herr

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 […]

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

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

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 […]

Filed Under: Portfolio Construction, Stocks Tagged With: Portfolio Construction, Stocks

Baker’s Dozen Fictitious Portfolio

January 31, 2017 By Lowell Herr

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 […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

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 […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

What Are The Screening Processes For Portfolio Construction?

November 2, 2016 By Lowell Herr

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 […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Building A Better “Mousetrap” Using Value-Momentum Screens

October 24, 2016 By Lowell Herr

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 […]

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

  • 1
  • 2
  • 3
  • 4
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bullish Percent Indicators: 26 February 2021 February 27, 2021
  • Constructing The Family Portfolio February 25, 2021
  • Dual Momentum Over Past Year – February 2020 – February 2021 February 20, 2021
  • Sample Carson IRR Comparisons October 30, 2020
  • Reworking The Investment Quiver September 25, 2020
  • Dirac Portfolio Review – 31 August 2020 August 31, 2020
  • Absolute Acceleration May 22, 2017

Recent Comments

  • Lowell Herr on Dual Momentum Over Past Year – February 2020 – February 2021
  • LiftLock on Dual Momentum Over Past Year – February 2020 – February 2021

Users Online

6 Users Online
Users: HedgeHunter, 3 Guests, 2 Bots

Tag Cloud

Blogroll (6) Investing Information (7) Top Investing Blogs (4)

Popular Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • Bethe Portfolio Review: 2 March 2021
  • Euclid Portfolio Review: 1 March 2021
  • Aristotle Portfolio: A Quick Look for February
  • Hawking Portfolio Review: 26 February 2021

General Investment News

Portfolios coming up for review are:  Euclid, Bethe, and Millikan.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.

Random Posts

  • Top Twenty-Five Classical Composers
  • Serious Investors Benchmark Their Portfolio
  • Cluster Weighting Momentum Analysis Coming This Week
  • ITA Four-Factor Model
  • ITARR: How To Reduce Losses
  • Nine Stock Portfolio
  • Bullish Percent Indicators: 26 February 2021
  • Focusing On Portfolio Risk

Log in | Website Design by BOING