ITA Wealth Management Rutherford Portfolio Review (Tranche 3): 19 April 2024 It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing The post Rutherford Portfolio Review (Tranche 3): 19 April 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Darwin Portfolio Review: 12 April, 2024 The Darwin Portfolio is an “All-Weather” portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% allocation is ascribed to an The post Darwin Portfolio Review: 12 April, 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Rutherford Portfolio Review (Tranche 2): 12 April 2024 US Equities got slapped around a little this week and closed the week ~1.6% lower than last week’s close: We are now sitting at the The post Rutherford Portfolio Review (Tranche 2): 12 April 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Kahneman-Tversky Portfolio Review: 5 April, 2024 The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes – VTI (US Equities), VEA (International Equities) or US Long-Term Trasury Bonds (TLT) – The post Kahneman-Tversky Portfolio Review: 5 April, 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Rutherford Portfolio Review (Tranche 1): 5 April 2024 Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last week’s close: The post Rutherford Portfolio Review (Tranche 1): 5 April 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Franklin Sector BPI Portfolio Review: 5 April 2024 Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need The post Franklin Sector BPI Portfolio Review: 5 April 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Rutherford Portfolio Review (Tranche 4): 28 March 2024 US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week’s close: However, we are still hovering at that 5200-5220 level that is providing some resistance The post Rutherford Portfolio Review (Tranche 4): 28 March 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Tentative Asset Allocation Model Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and The post Tentative Asset Allocation Model appeared first on ITA Wealth Management ..read more

ITA Wealth Management Bullish Percent Indicators: 29 March 2024 Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the The post Bullish Percent Indicators: 29 March 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Copernicus Portfolio Review: 29 March 2024 Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major The post Copernicus Portfolio Review: 29 March 2024 appeared first on ITA Wealth Management ..read more