Before digging into the construction of this factor-based portfolio, let me recommend an excellent book on the subject. I’ve not found any volume to surpass “Your Complete Guide to Factor-Based Investing” by Andrew L. Berkin and Larry E. Swedroe. Swedroe has an excellent reputation for his analytical skills when it comes to investing and portfolio […]
Rutherford Portfolio Review (Tranche 3) – 26 June 2020
This week we will review the Rutherford Portfolio with a focus on Tranche 3. This analysis can be compared with Lowell’s earlier post (https://itawealth.com/protecting-capital-using-rutherford-example/) using the same quiver of assets. First of all we check on recent performance: where we see the impact of last week’s weakness in the US equity markets. Checking holdings in […]
Alternative Portfolio: The Factor Model
Are you leery about investing your money in one or two ETFs as recommended when using either the Dual Momentum or Swensen models? If so, this sample Factor portfolio goes to the other extreme. Forty (40) ETFs from all the different factors are included in the investment quiver. In this sample I am using a […]
Rutherford Portfolio Review (Tranche 1) – 8 May 2020
This week we focus on Tranche 1 of the Rutherford Portfolio, but first a look at recent performance: where we see that our conservative positions are holding steady with low volatility (and little progress in terms of returns). A reminder of current positions: shows that all tranches are currently “safely” invested in defensive positions in […]
Dirac Portfolio Review – 30 April 2020
Over the past month I have been re-populating the Dirac portfolio after the February sell-off. Unlike other portfolios, the Dirac is populated with individual stock rather than more broadly based ETFs. This results in more equity assets being identified as Buy candidates than we are seeing in other portfolios. At present, the portfolio looks like […]
Catching Up On Different Investing Models: 13 March 2020
It is a bit of a relief to see an up market this morning. Until Corvid-19 is brought under control, expect a volatile market. With this in mind, today seems like a good time to review a few different investing models. As I explained yesterday, I favor separating the family portfolio into sub-portfolios for several […]
Four Ways To Protect Capital
With this high market and the bull market as old as it is, capital preservation is on my mind. What steps might one take to preserve the gains over the last 11 to 12 years. In the New York Times it was reported this morning that the average household is now $800,000 richer than they […]
Income Oriented Investors: 21 January 2020
Income Oriented Investors It is not unusual for one to run into an investor who is motivated more by income than growth. While one rarely participates in both the growth and dividend worlds, there are some “blend” portfolios that tilt toward income while providing for some growth. Follow the portfolio shown below. There is no […]
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