Archives for 2026

Franklin Sector BPI Update: 28 January 2026

January 28, 2026 By Lowell Herr Leave a Comment

As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio. No sectors are in the oversold zone as we continue this bull market move. Sectors in the overbought zone (70% bullish

Millikan Portfolio Review: 27 January 2026

January 27, 2026 By Lowell Herr Leave a Comment

The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot

Carson Sector BPI Portfolio Review: 26 January 2026

January 26, 2026 By Lowell Herr Leave a Comment

Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios. Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing

Beta: A Brief Description

January 19, 2026 By Lowell Herr 1 Comment

What is beta and how is it measured? In the context of an investment portfolio, beta refers to a measure of a stock’s volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile

McClintock Sector BPI Portfolio Update: 16 January 2026

January 16, 2026 By Lowell Herr 1 Comment

We end an active week of portfolio reviews with an update of the McClintock. McClintock is one of the youngest Sector BPI portfolios with a 2-year history. Thus far the Sector BPI investing model is showing itself to be a very workable investing model.

Copernicus Portfolio Update: 15 January 2026

January 15, 2026 By Lowell Herr 1 Comment

Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point diversification

Millikan Portfolio Review: 13 January 2026

January 13, 2026 By Lowell Herr 6 Comments

Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan Asset Allocation Model Below is the

Darwin 2026: 2 January 2026

January 4, 2026 By hedgehunter Leave a Comment

I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have