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You are here: Home / 2025 / Archives for September 2025

Archives for September 2025

McClintock Sector BPI Portfolio Review: 10 September 2025

September 10, 2025 By Lowell Herr Leave a Comment

In case you were unaware, all three Sector BPI portfolios are named after women scientists.  All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios

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

Gauss Revised Asset Allocation Portfolio Review: 5 September 2025

September 5, 2025 By Lowell Herr 4 Comments

Instead of a complete review of the Gauss portfolio, I am laying out a new and expanded asset allocation model for this account.  This new asset allocation plan is global compared to the mini-asset allocation model currently in place.  Check the Gauss portfolio at the bottom of this

Filed Under: Gauss Portfolio, Asset Allocation, Portfolio Management Tagged With: Gauss Portfolio

Carson Sector BPI Portfolio Review: 2 September 2025

September 2, 2025 By Lowell Herr Leave a Comment

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the

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

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Recent Posts

  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025
  • Schrodinger Portfolio Update: 25 September 2025 September 25, 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005 September 22, 2025

Recent Comments

  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

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General Investment News

Portfolios coming up for review.  Bohr, Franklin, and Carson 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.

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