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

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble’s WFPC2 camera. It was assembled from 24 individual exposures taken with the NASA/ESA

Filed Under: Sector BPI Tagged With: Sector BPI

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy

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

Carson Sector BPI Portfolio Review: 28 October 2023

October 28, 2023 By Lowell Herr

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio.  The Carson is the oldest Sector BPI

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

Kepler Portfolio Transition: 21 October 2023

October 21, 2023 By Lowell Herr

  As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model.  I’ve simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end of the month data so

Filed Under: Kepler Portfolio Tagged With: Kepler Portfolio

Copernicus Portfolio Review: 17 October 2023

October 17, 2023 By Lowell Herr

Copernicus is the portfolio up for review this morning.  If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus.  Save, invest in U.S. Equities and forget.  Ride out the highs and lows of

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

Bullish Percent Indicator Data: 6 October 2023

October 7, 2023 By Lowell Herr

Based on Bullish Percent Indicator (BPI) data we still seem mired in the “Dog Days of Summer.”  The BPI graphs would look even worse if it were not for the strong day on Friday.  As readers will see in a moment, the Friday rebound

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

Schrodinger Portfolio Update: 6 October 2023

October 6, 2023 By Lowell Herr

Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced.  Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred.  There are a number changes and one would need to go

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Franklin Sector BPI Portfolio Review: 2 October 2023

October 2, 2023 By Lowell Herr

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government

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

  • « Previous Page
  • 1
  • …
  • 22
  • 23
  • 24
  • 25
  • 26
  • …
  • 57
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Schrodinger Portfolio Review: 29 January 2026
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Portfolio Construction: Where to Begin?
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Bullish Percent Indicators: 21 November 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Buffett Indicator & Shiller PE Ratio

General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss and Kepler 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): 9 June 2023
  • Rutherford Portfolio Review (Tranche 1): 8 March 2024
  • Rutherford Portfolio Review (Tranche 2): 16 February 2024
  • The Importance of Algorithms
  • Darwin Portfolio Review: 1 December 2023
  • Kahneman-Tversky Portfolio Review: 30 December, 2022
  • Rutherford Portfolio Review (Tranche 4): 26 April 2024
  • Ten Investment Resolutions for 2015
  • Kahneman-Tversky Portfolio Review: 3 July, 2024
  • Millikan Preparation for 2026
  • Copernicus Portfolio Review: 13 September 2024

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.