ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Portfolio Management
    • Golden Rule of Investing
  • Forums
  • Guest Registration
    • Lifetime ITA Membership
  • Contact
  • Reset Password
  • About Me
You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 6 January 2023

January 7, 2023 By Lowell Herr Leave a Comment

Bullish Percent Indicators for this first week in January indicate no sectors are over-sold.  Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday.  If you are managing a Sector BPI portfolio and using end-of-week

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

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr Leave a Comment

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

Merry Christmas

December 25, 2022 By Lowell Herr 4 Comments

  “Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success;

Filed Under: Uncategorized Tagged With: Miscellaneous

Bullish Percent Indicators: 23 December 2022

December 23, 2022 By Lowell Herr Leave a Comment

What information can we glean from the Bullish Percent Indicator (BPI) data that will provide guidance for the Carson portfolio?  There are recommended actions in the sector section. Index BPI All the major indexes dropped in the percentage of bullish stocks this

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

Copernicus Portfolio Review: 23 December 2022

December 23, 2022 By Lowell Herr Leave a Comment

Copernicus is a Buy & Hold portfolio that is closing in on one year of operation.  2022 was not the most lucrative time to launch an equity only portfolio.  However, it is working out quite well as equities were purchased throughout the year at lower

Filed Under: Copernicus Portfolio Tagged With: Copernicus Portfolio

What To Do If The Kipling Spreadsheet Becomes Inoperative?

December 21, 2022 By Lowell Herr 15 Comments

ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet.  Fortunately we have a backup system from Tiingo.  If you do not have a

Filed Under: Kipling Spreadsheet, Critical Material, ITA Portfolios Tagged With: Kipling spreadsheet

Bullish Percent Indicators: 9 December 2022

December 10, 2022 By Lowell Herr 4 Comments

Bullish Percent Indicator (BPI) data takes on new meaning with the advent of the Carson and Franklin portfolios.  Data from the sector data table (second screenshot below) is used as a buy-sell guide for the Carson and Franklin where the investment quiver is made up

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

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr Leave a Comment

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S.

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 38
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Rutherford Portfolio Review (Tranche 5): 17 March 2023 March 18, 2023
  • Bullish Percent Indicators: 18 March 2023 March 18, 2023
  • Schrodinger Portfolio Review: 15 March 2023 March 14, 2023
  • Rutherford Portfolio Review (Tranche 4): 10 March 2023 March 11, 2023
  • Hawking Portfolio Review: 3 March, 2023 March 5, 2023
  • Kahneman-Tversky Portfolio Review: 3 March 2023 March 4, 2023
  • Darwin Portfolio Review: 3 March 2023 March 4, 2023

Recent Comments

  • Lowell Herr on What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Lowell Herr on What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Todd Kousky on What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023

Users Online

5 Users Online
Users: 1 Guest, 4 Bots

Popular Posts

  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Carson Portfolio: Creating A New Investing Model
  • Portfolio Summary: 16 January 2023
  • ITA Portfolios: Summarizing Investing Approaches
  • Carson Portfolio Review: 1 February 2023
  • Celebrating 15 Years of ITA Wealth Management: 14…
  • Bullish Percent Indicators: 13 January 2023
  • Bullish Percent Indicators: 9 December 2022
  • ITA Portfolios: Breaking The Models Into Groups

General Investment News

Portfolios coming up for review are:  Carson, Beth, and Millikan.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Rutherford Portfolio Review (Tranche 4): 25 November 2022
  • Carson Portfolio Update: 18 November 2022
  • Hawking Portfolio Review – 31 December 2021
  • Constructing The Family Portfolio
  • Beating the Dow With Bonds
  • Schrodinger Portfolio Review: 10 March 2022
  • Rutherford Portfolio Review (Tranche 2): 29 July 2022
  • ITA Portfolios: Breaking The Models Into Groups
  • Schrodinger Portfolio Review: 29 October 2021
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Useful Website: Transparent Investing

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.