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You are here: Home / Archives for Lowell Herr

Franklin Sector BPI Portfolio Review: 29 April 2024

April 29, 2024 By Lowell Herr

Franklin (named for Rosalind – British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model.  Not all eleven are reported on this blog as some owners prefer the data not be public. Several of the screenshots come out of the Kipling spreadsheet.  The first, second, and […]

Filed Under: Franklin Portfolio, Critical Material, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024

April 27, 2024 By Lowell Herr

Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios.  Eleven ITA portfolios are currently using this investing model.  Not all are publicly reported here on the ITA blog.  How are these eleven portfolios performing using this particular investing model?  The following data table shows how the different sectors performed over […]

Filed Under: Sector BPI, Benchmarks, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Sector BPI

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked the Forum section of this blog to pick up that Buy recommendation when the […]

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

Gauss Sector BPI Portfolio Review: 24 April 2024.

April 24, 2024 By Lowell Herr

Earlier this morning I posted a blog using Asset Allocation principles with the Pauling.  Gauss uses an entirely different investing model.  This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model.  At least I’ve not found anyone else using this approach to investing. The idea is to purchase […]

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

Pauling Update: 24 April 2024

April 24, 2024 By Lowell Herr

When I first began setting up this Asset Allocation portfolio I called it Pauling II.  Now that the account is nearly established or fully populated I’m reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a retirement account using tried and true diversification methods.  The Pauling is diversified across […]

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

Bullish Percent Indicators: 19 April 2024

April 20, 2024 By Lowell Herr

Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone.  On Friday the sector dropped even further making VGT a very good buy at this point.  Three other sectors are down into the 30% bullish zone so we need to keep an eye on those three this coming […]

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

Kepler Sector BPI Review: 19 April 2021

April 19, 2024 By Lowell Herr

Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]

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

Carson Sector BPI Portfolio Update: 17 April 2024

April 17, 2024 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]

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

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