Lowell Herr | ITA Wealth Management

Bullish Percent Indicators: 29 March 2024

March 30, 2024 By Lowell Herr

Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week. Not all indexes and sectors of the market moved up this week as one might have anticipated. Two of the seven indexes reverted to the

Copernicus Portfolio Review: 29 March 2024

March 29, 2024 By Lowell Herr

Passive investing is the name of the game with the Copernicus portfolio. The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency. One major

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market conditions investments focus of using available cash

Bullish Percent Indicators: 1 March 2024

March 2, 2024 By Lowell Herr

Based on BPI data for this week, it was a positive five days for U.S. Equities. There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is

Bullish Percent Indicators: 23 February 2024

February 24, 2024 By Lowell Herr

Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities. This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off

Secure Act 2.0 IRA Charitable Annuity

February 22, 2024 By Lowell Herr

Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program. I’m providing several links for interested readers in this one-time charitable contribution of $53,000. The idea is the following. An individual is permitted to make a one-time contribution of $53,000 (will likely

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr

Bullish Percent Indicators are a different way of examining the behavior of the securities market. Keep in mind that the two tables shown below concentrate on U.S. Equities. The top table looks at seven broad indexes and there are plenty of overlapping stocks between the

Bullish Percent Indicators: 2 February 2024

February 2, 2024 By Lowell Herr

U.S. Equities ended the week on a strong note. Is this reflected in the Bullish Percent Indicators? Did any sectors drop into the oversold zone? Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]