Dirac Portfolio – A Look at a Mean Reversion Strategy
ITA Wealth Management
by HedgeHunter
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 The post Dirac Portfolio – A Look at a Mean Reversion Strategy appeared first on ITA Wealth Management ..read more
Visit website
Carson Sector BPI Portfolio: 21 March 2024
ITA Wealth Management
by Lowell Herr
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 The post Carson Sector BPI Portfolio: 21 March 2024 appeared first on ITA Wealth Management ..read more
Visit website
Rutherford Portfolio Review (Tranche 2): 15 March 2024
ITA Wealth Management
by HedgeHunter
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 The post Rutherford Portfolio Review (Tranche 2): 15 March 2024 appeared first on ITA Wealth Management ..read more
Visit website
Rutherford Portfolio Review (Tranche 1): 8 March 2024
ITA Wealth Management
by HedgeHunter
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 The post Rutherford Portfolio Review (Tranche 1): 8 March 2024 appeared first on ITA Wealth Management ..read more
Visit website
Bullish Percent Indicators: 1 March 2024
ITA Wealth Management
by Lowell Herr
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 The post Bullish Percent Indicators: 1 March 2024 appeared first on ITA Wealth Management ..read more
Visit website
Hawking Portfolio Review: 1 March, 2024
ITA Wealth Management
by HedgeHunter
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 The post Hawking Portfolio Review: 1 March, 2024 appeared first on ITA Wealth Management ..read more
Visit website
Kahneman-Tversky Portfolio Review: 1 March, 2024
ITA Wealth Management
by HedgeHunter
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 The post Kahneman-Tversky Portfolio Review: 1 March, 2024 appeared first on ITA Wealth Management ..read more
Visit website
Rutherford Portfolio Review (Tranche 4): 1 March 2024
ITA Wealth Management
by HedgeHunter
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 The post Rutherford Portfolio Review (Tranche 4): 1 March 2024 appeared first on ITA Wealth Management ..read more
Visit website
Rutherford Portfolio Review (Tranche 3): 23 February 2024
ITA Wealth Management
by HedgeHunter
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 The post Rutherford Portfolio Review (Tranche 3): 23 February 2024 appeared first on ITA Wealth Management ..read more
Visit website
Bullish Percent Indicators: 23 February 2024
ITA Wealth Management
by Lowell Herr
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 The post Bullish Percent Indicators: 23 February 2024 appeared first on ITA Wealth Management ..read more
Visit website

Follow ITA Wealth Management on FeedSpot

Continue with Google
Continue with Apple
OR