ITA Wealth Management
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If you've read even a small fraction of this blog you picked up the emphasis on index investing. Index or a passive approach to investing is a minority viewpoint in the investing world.
ITA Wealth Management
5d ago
ITA Wealth Management
Dirac Portfolio – A Look at a Mean Reversion Strategy
For investors, the choice of which system(s) to use to manage their portfolio(s) is one of the most important decisions in the portfolio construction/management process. For many years, the passive Buy-and Hold strategy, whereby we would select a diversified portfolio of assets and simply hold
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ITA Wealth Management
1w ago
ITA Wealth Management
Carson Sector BPI Portfolio: 21 March 2024
“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market conditions investments focus of using available cash
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ITA Wealth Management
1w ago
ITA Wealth Management
Rutherford Portfolio Review (Tranche 2): 15 March 2024
As mentioned in my reviews over the past two weeks we are seeing resistance at ~5200 in the SPX (S&P 500 Index): and prices have remained in this general area over that period. US equities actually closed down slightly on the week (~0.3%) but
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ITA Wealth Management
2w ago
ITA Wealth Management
Rutherford Portfolio Review (Tranche 1): 8 March 2024
US Equities continue their climb towards the 5200 level but slowed down a little this week as they approach this potential resistance level: In fact, VTI (representing the US Equity markets) closed down slightly (~-0.2%) on the week and was the poorest performing ETF
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ITA Wealth Management
2w ago
ITA Wealth Management
Bullish Percent Indicators: 1 March 2024
Based on BPI data for this week, it was a positive five days for U.S. Equities. There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is
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ITA Wealth Management
3w ago
ITA Wealth Management
Hawking Portfolio Review: 1 March, 2024
I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a “Buy and Hold” portfolio built on the purchase of high yield Closed-End Funds (CEFs) for income
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ITA Wealth Management
3w ago
ITA Wealth Management
Kahneman-Tversky Portfolio Review: 1 March, 2024
It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only
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ITA Wealth Management
3w ago
ITA Wealth Management
Rutherford Portfolio Review (Tranche 4): 1 March 2024
US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone
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ITA Wealth Management
1M ago
ITA Wealth Management
Rutherford Portfolio Review (Tranche 3): 23 February 2024
It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week’s close: Relative to other major asset classes US Equities came
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ITA Wealth Management
1M ago
ITA Wealth Management
Bullish Percent Indicators: 23 February 2024
Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities. This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off
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