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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 21 November 2025

November 22, 2025 By Lowell Herr 2 Comments

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline. 

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

Carson Sector BPI Portfolio Update: 21 November 2025

November 21, 2025 By Lowell Herr Leave a Comment

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, several

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

Recession: Will Equities Drop In The Next 18 Months?

November 18, 2025 By Lowell Herr 3 Comments

There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession – or worse.  In fact, I

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

Copernicus Portfolio Review: 14 November 2025

November 14, 2025 By Lowell Herr Leave a Comment

As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page.  There are other YouTube videos also explaining the seven stages that align before a major market draw-down.  Since the Copernicus is an equity only portfolio,

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active Tagged With: Copernicus Portfolio, Critical Material, Passive Investing.

Pauling Portfolio Review: 13 November 2025

November 13, 2025 By Lowell Herr Leave a Comment

Pauling is one of several portfolios recently converted to the Asset Allocation management model.  While the assets may vary slightly from portfolio to portfolio, the general management model is the same.  Select Exchange Traded Funds (ETFs) that represent different asset classes, set target percentages, and then follow the

Filed Under: Pauling Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

McClintock Sector BPI Portfolio Review: 11 November 2025

November 11, 2025 By Lowell Herr Leave a Comment

The McClintock is positioned much the same as it was last month.  Materials and Consumer Staples are the sectors of interest.  Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target percentage or one-half the recommended shares when a Buy

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

ChatGPT Summary of ITA Wealth Management Blog

November 3, 2025 By Lowell Herr 2 Comments

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched

Filed Under: Uncategorized Tagged With: Misc

Schrodinger Portfolio Update: 28 October 2025

October 28, 2025 By Lowell Herr 2 Comments

Once more we examine what activity, if any, is taking place within the Schrodinger portfolio.  For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer.  The Schrodinger is housed with Schwab and is designated as an Intelligent Portfolio.  Since the

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

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