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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 5 May 2026

Yesterday I asked Google, "What is the origin of the Sector Bullish Percent Indicator investing model?"  Here is the reply. "The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder of the market analysis service Investors Intelligence (then called … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Sector BPI

Millikan Portfolio Review: 20 January 2023

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read More...]

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McClintock Sector BPI Portfolio Review: 5 May 2026

May 5, 2026 By Lowell Herr Leave a Comment

Yesterday I asked Google, "What is the origin of the Sector Bullish Percent Indicator investing model?"  Here is the reply. "The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder … [Read more]

Gauss Portfolio Review: 29 April 2026

April 29, 2026 By Lowell Herr Leave a Comment

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start … [Read more]

Financial Repression: Part 1

April 28, 2026 By Lowell Herr Leave a Comment

This series on Financial Repression may be the most important blogs I have posted over the past 18+ years.  Keep in mind that I am not providing financial advice.  That is a major disclaimer.  Rather I am telling readers what I am learning and how I … [Read more]

Copernicus Portfolio Update: 27 April 2026

April 27, 2026 By Lowell Herr 1 Comment

The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis.  I've deviated from that original plan slightly as the current market is … [Read more]

Carson Sector BPI Portfolio Update: 23 April 2026

April 23, 2026 By Lowell Herr Leave a Comment

Carson is one of three portfolios using the Sector BPI investing model.  When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios.  Just another reminder as to how well … [Read more]

Schrodinger Portfolio Update: 17 April 2026

April 17, 2026 By Lowell Herr Leave a Comment

Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account.  As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing … [Read more]

Franklin Sector BPI Portfolio Review: 14 April 2026

April 14, 2026 By Lowell Herr 1 Comment

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be … [Read more]

Millikan Portfolio Review: 9 April 2026

April 9, 2026 By Lowell Herr Leave a Comment

Millikan is another Asset Allocation portfolio that is set up to resist a possible recession.  The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, … [Read more]

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Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Financial Repression: Part 1
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr are the critical portfolios next up for review.  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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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