Lowell Herr | ITA Wealth Management

Sector BPI Update: 30 June 2023

July 1, 2023 By Lowell Herr

This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data

Bullish Percent Indicators: 30 June 2023

July 1, 2023 By Lowell Herr

We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish. The “Misery Index” stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New

Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023

June 29, 2023 By Lowell Herr

As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model. What I did was use the Investment Account Manager (IAM) commercial portfolio

Copernicus Portfolio Update: 28 June 2023

June 28, 2023 By Lowell Herr

After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below

Bethe Portfolio Review: 27 June 2023

June 27, 2023 By Lowell Herr

The following Bethe update is not so much where the portfolio is currently. Rather, it is the direction the portfolio is moving in the future. Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs. While I have many limit orders in

Bullish Percent Indicators: 23 June 2023

June 24, 2023 By Lowell Herr

While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture. While every major index, with exception of the two Dow indexes, declined slightly, all with exception

Bullish Percent Indicators: 9 June 2023

June 10, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes. As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index BPI U.S.

Pay Attention to Fees: 8 June 2023

June 8, 2023 By Lowell Herr

While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a fund cost 8.5%.