ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2023 / Archives for June 2023

Archives for June 2023

Carson Sector BPI Portfolio Review: 3 June 2023

June 3, 2023 By Lowell Herr

Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning.  As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Bullish Percent Indicators: 2 June 2023

June 3, 2023 By Lowell Herr

Friday’s strong market turned out to be a positive injection for the U.S. Equities market.  International ETFs benefited as well.  This reaction to the debt limit solution is reflected in the first screenshot below.  What is somewhat surprising is that approximately 50% of the stocks in the indexes are still bearish.  In other words, the […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Millikan Sector BPI Portfolio Review: 2 June 2023

June 2, 2023 By Lowell Herr

After updating the BPI data earlier this morning, only Energy remains in the Buy column.  Real Estate just move above the 30% bullish line.  Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week.  For now, the Millikan has nearly a full complement of Energy (VDE) and a […]

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolio

Schrodinger Portfolio Review: 1 June 2023

June 1, 2023 By Lowell Herr

The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market.  Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account.  Schwab calls these accounts Intelligent Portfolios.  This portfolio was initially […]

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bethe Portfolio Update: 22 October 2026 October 22, 2026
  • McClintock Sector Asset Allocation Portfolio Update: 21 October 2026 October 21, 2026
  • Kepler Portfolio Update: 20 October 2026 October 20, 2026
  • Huygens Asset Allocation Portfolio: 19 October 2026 October 19, 2026
  • Darwin 2026 Portfolio Review: 16 October 2026 October 18, 2026
  • ChatGPT Evaluates The Copernicus Portfolio October 16, 2026
  • Millikan Portfolio Update: 15 October 2026 October 15, 2026

Recent Comments

  • Lowell Herr on Millikan Portfolio Update: 15 October 2026
  • Lee Schamp on Millikan Portfolio Update: 15 October 2026
  • Lowell Herr on Bethe Portfolio Update: 22 October 2026
  • Lowell Herr on Kepler Portfolio Update: 20 October 2026
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Darwin Portfolio Review: 2 October, 2026
  • Pauling Portfolio Review: 7 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Buffett Indicator & Shiller PE Ratio
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Bohr Portfolio Update: 1 October 2026
  • Financial Repression: Part 1

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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.

This blog is free to all who signup as a Guest.

Random Posts

  • Pauling Asset Allocation Portfolio Review: 17 December 2024
  • Huygens Asset Allocation Portfolio Review: 21 February 2025
  • Bullish Percent Indicators: 18 March 2023
  • Bullish Percent Indicators: 11 April 2025
  • Carson Sector BPI Portfolio: 21 March 2024
  • Millikan Portfolio Review: 13 January 2026
  • Einstein Portfolio Update: 14 July 2026
  • Millikan Sector BPI Portfolio Review: 18 October 2023
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Schrodinger Portfolio Review: 22 July 2025
  • Huygens Portfolio Review: 3 June 2026

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.