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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 24 June 2022

June 25, 2022 By Lowell Herr Leave a Comment

This past week was very strong for U.S. Equities and it raises the question – did we hit the market bottom?  That seems unlikely with high inflation, but rather than make any predictions, let us check the Bullish Percent Indicator percentages.  The top data table examines seven major market indexes while the second table breaks […]

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

Bullish Percent Indicators: 17 June 2022

June 18, 2022 By Lowell Herr 1 Comment

What information can be gleaned from index and sector Bullish Percent Indicators (BPI)?  As mentioned in prior blog posts, BPI data does not play a major role in portfolio management until we witness over-sold percentages as readers can decode in the following tables.  It is rare to see all indexes and sectors in the over-sold […]

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

Portfolio Management In A Volatile and Bearish Market

June 13, 2022 By Lowell Herr Leave a Comment

Portfolio Management Guidelines Inflation and rising interest rates are throwing sand in the gears of the equities market all over the globe.  Bonds are not doing much better so what is an investor to do in this uncertain market?  While I don’t have a clear crystal ball, I have a plan having lived through severe […]

Filed Under: Portfolio Management, Critical Material Tagged With: Portfolio Management, R

Bullish Percent Indicators: 10 June 2022

June 11, 2022 By Lowell Herr 5 Comments

Bullish Percent Indicator (BPI) data is only published when I feel there is critical information essential to readers of ITA Wealth Management.  This is such a week as Friday’s selloff did not do as much damage to the U.S. Equities market as one might surmise.  At least that is what the Point and Figure (PnF) […]

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

McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr 1 Comment

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are new readers who are not familiar with the Dual Momentum model, it is […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

Schrodinger Portfolio Update: 9 June 2022

June 9, 2022 By Lowell Herr 1 Comment

Schrodinger is the Robo Advisor portfolio tracked here at ITA.  Several years ago I investigated several Robo Advisors and actually opened up different portfolios for a relative interested in investing, but who wanted a passively managed portfolio.  After testing each advisor for approximately one year, I decided to stick with the Schwab Intelligent Portfolio model […]

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

Pauling Portfolio Review: 1 June 2022

June 1, 2022 By Lowell Herr Leave a Comment

The Pauling portfolio is one of four Dual Momentum™ portfolios.  This particular DM portfolio uses a long look-back combination or essentially a one-year period. Pauling Dual Momentum Recommendation The recommendation is to sell all shares of ESGV and move to TIPs (SCHP).  I have several TSLOs set to sell ESGV shares.  Rather than sell all […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Galileo Portfolio Review: 27 May 2022

May 27, 2022 By Lowell Herr Leave a Comment

Galileo, one of several Dual Momentum™ (DM) portfolios, is up for review today and there is a recommended change as Lifetime and Platinum members will see in a moment.  If you have access to the Kipling spreadsheet, DM portfolios are easy to manage as there are only a few ETFs included in the investment quiver.  […]

Filed Under: Galileo Portfolio, Dual Momentum Tagged With: Galileo Portfolio

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