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 / Archives for Lowell Herr

Bullish Percent Indicators: 24 February 2023

February 25, 2023 By Lowell Herr

Bullish Percent Indicators are ending February in a downward trend.  All major indexes are bearish, yet none are in the over-sold zone.  We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph.  This past week Portland experienced the largest snowfall since the 1940s.  Measured at […]

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

Franklin Portfolio Review: 23 February 2023

February 23, 2023 By Lowell Herr

Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA).  Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model.  Will this trend continue is the cogent question? If interested in the Sector BPI model, follow […]

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

Millikan Portfolio Review: 22 February 2023

February 22, 2023 By Lowell Herr

Millikan is the Sector BPI portfolio up for review today.  If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark.  Energy (VDE) was so close to over-sold that I considered it to be available for purchase as well.  That […]

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

Pauling Portfolio Review: 21 February 2023

February 21, 2023 By Lowell Herr

When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column.  In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site.  Pauling is a Dual Momentum™ portfolio and was expected to withstand market draw-downs better […]

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

Bethe Portfolio Review: 21 February 2023

February 21, 2023 By Lowell Herr

Bethe is one of two growth-income portfolios.  The other is the Bohr.  Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly.  With portfolios that have any emphasis on income, we always look forward to the end of the quarter as that is when dividends are highest.  Since […]

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data we found two sectors are recommended for purchase and they are, Energy and […]

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

Bullish Percent Indicators: 17 February 2023

February 18, 2023 By Lowell Herr

Bullish Percent Indicator data has not generated any purchase signals since late last December.  Data this week is different as we have one definite purchase and a second that is so close I’m calling it a Buy.  I’ve been eager for this day as it is the beginning of the critical Buy – Sell cycle […]

Filed Under: Bullish Percent Indicators, Sector BPI Tagged With: Bullish Percent Indicators, Sector BPI

Einstein Portfolio Review: 17 February 2023

February 17, 2023 By Lowell Herr

Einstein is the portfolio up for review this morning.  The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach.  The other is the Kepler.  As readers will see in a moment, these two portfolios use the full power of the Kipling spreadsheet and as a result are a […]

Filed Under: Einstein Portfolio Tagged With: Einstein Portfolio

  • « Previous Page
  • 1
  • …
  • 107
  • 108
  • 109
  • 110
  • 111
  • …
  • 145
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Darwin Portfolio Review: 22 September, 2026 September 22, 2026
  • Huygens Portfolio Review: 22 September 2026 September 22, 2026
  • Creating a Recession Proof Portfolio September 20, 2026
  • Millikan Asset Allocation Portfolio Update: 16 September 2026 September 17, 2026
  • Gauss Asset Allocation Portfolio: 15 September 2026 September 15, 2026
  • Copernicus Portfolio Update: 14 September 2026 September 14, 2026
  • ITA Weekly: 11 September 2026 September 13, 2026

Recent Comments

  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Portfolio Diversification: 6 June 2026

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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

  • Rutherford Portfolio Review (Tranche 2): 5 May 2023
  • Millikan Sector BPI Portfolio Review: 6 February 2024
  • Financial Repression: Part 1
  • Bohr Asset Allocation Portfolio Review: 24 September 2024
  • Schrodinger Portfolio Update: 28 October 2025
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024
  • Pauling Portfolio Review: 26 June 2023
  • Pauling Asset Allocation Portfolio Review: 17 December 2024
  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Rutherford Portfolio Review (Tranche 4): 2 February 2024
  • Rutherford-Darwin Portfolio Review: 7 March 2025

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.