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

Carson Sector BPI Plus Portfolio Review: 1 May 2023

May 1, 2023 By Lowell Herr

Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF.  Telecom is still oversold

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

Bullish Percent Indicators: 21 April 2023

April 22, 2023 By Lowell Herr

Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I’ll be alert to any changes that might occur within the Sector BPI portion of the BPI

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

Portfolio Management When Facing Debt Limit Differences

April 22, 2023 By Lowell Herr

The potential for a debt limit crisis is only a few months away.  While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management.  How might one work with different portfolios,

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

Franklin Sector BPI Update: 18 April 2023

April 18, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past

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

Schrodinger Portfolio Review: 17 April 2023

April 17, 2023 By Lowell Herr

“Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of achieving your financial goals.

Filed Under: Schrodinger Portfolio, Asset Allocation, Portfolio Management Tagged With: Schrodinger Portfolio

Gauss Portfolio Update: 15 April 2023

April 15, 2023 By Lowell Herr

This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment

Filed Under: Gauss Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Bullish Percent Indicators: 15 April 2023

April 15, 2023 By Lowell Herr

Bullish Percent Indicators this week are bullish when taken as a whole.  Investors following or using the Sector BPI model will find three sectors overbought.  All the major indexes are bullish with the Dow

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

Franklin Portfolio Update With A Bard Example: 12 April 2023

April 12, 2023 By Lowell Herr

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss

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

  • « Previous Page
  • 1
  • …
  • 22
  • 23
  • 24
  • 25
  • 26
  • …
  • 50
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Questions To Ask Your Money Manager July 11, 2025
  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 17 April 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 2 May 2025
  • Bullish Percent Indicators: 11 April 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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 4): 18 August 2023
  • Kahneman-Tversky Portfolio Review: 7 July, 2023
  • Bullish Percent Indicators: 7 February 2025
  • Schrodinger Portfolio Review: 27 September 2024
  • Kahneman-Tversky Portfolio Review: 9 January, 2023
  • Rutherford-Darwin Portfolio Review: 28 February 2025
  • Rutherford Portfolio Review (Tranche 3): 26 January 2024
  • Sector BPI Millikan Portfolio Update: 14 June 2024
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Franklin Portfolio Review: 31 January 2025
  • Gauss Portfolio Review: 28 May 2025

Log in | Website Design by BOING