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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

  • Carson Sector BPI Portfolio Update: 19 June 2026 June 19, 2026
  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026
  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

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  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Portfolio Diversification: 6 June 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler and Gauss 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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