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

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

Millikan Portfolio Update: 11 April 2023

April 11, 2023 By Lowell Herr

Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index.  Follow along

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

Copernicus Portfolio Review: 6 April 2023

April 6, 2023 By Lowell Herr

Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will

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

Schrodinger Robo Advisor Portfolio Update: 29 March 2023

March 29, 2023 By Lowell Herr

  The Schrodinger is a portfolio for all seasons.  Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio.  If one is still working and has little time to spend

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

Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr

While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list.  Before anyone is overwhelmed with the various management tools,

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

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action

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

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Risk Management Tagged With: Passive Portfolio, Schrodinger Portfolio

  • « Previous Page
  • 1
  • …
  • 31
  • 32
  • 33
  • 34
  • 35
  • …
  • 58
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026

Recent Comments

  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock 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

  • The Feynman Study
  • Rutherford Portfolio Review (Tranche 2): 30 August 2024
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Charles Ellis: Loser’s Game of Stock Picking
  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Huygens Portfolio Update: 18 December 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Dirac Portfolio Review: 4 August 2025
  • Schrodinger Portfolio Update: 25 September 2025

Log in | Website Design by BOING