Lowell Herr | ITA Wealth Management

Gauss Sector BPI Portfolio Review: 22 March 2024

March 22, 2024 By Lowell Herr

“Knowing your tolerance for risk is critical to investment success.” – Richard A. Ferri Gauss is the Sector BPI portfolio up for review this morning. Readers who have been following this investment model are reminded we are currently in a “quiet” period when there is little buy or sell action. Most of the Sector BPI […]

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market conditions investments focus of using available cash to populate VTI and VOO. As you may […]

Bethe Sector BPI Portfolio Review: 20 March 2024

March 20, 2024 By Lowell Herr

“The greatest enemy of a good plan is the dream of a perfect plan.” – von Clausewitz Bethe is the Sector BPI portfolio up for review this morning. While the portfolio holds approximately 13% in cash, I’m not in a big hurry to invest this money with the market this high. Several limit orders to […]

Einstein Sector BPI Portfolio Review: 19 March 2024

March 19, 2024 By Lowell Herr

“Realistic market expectations are important to investment planning.” – Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning. Before moving into the analysis there are a few comments I need to make about this portfolio. The Einstein carries more cash than is customary as the owner faces educational expenses later […]

Pauling Sector BPI Portfolio Review: 18 March 2024

March 18, 2024 By Lowell Herr

“The relationship between market risk and expected return is an essential one.” – Richard A. Ferri Other than holding 22.9% in cash the Pauling is well positioned as we enter the spring and summer months. The investment quiver is focused on the eleven sectors plus two U.S. Equity ETFs, VTI and VOO. Utilities (VPU) falls […]

Bullish Percent Indicators: 15 March 2024

March 16, 2024 By Lowell Herr

U.S. Equities were a tad erratic this week as some indexes and sectors of the market performed very well while others took a hit. Technology stocks were a good example as the NASDAQ and VGT dropped significantly. Energy on the other hand jumped up into the overbought zone. In addition to the two BPI tables […]

Copernicus Portfolio Review: 15 March 2024

March 15, 2024 By Lowell Herr

Next to the Schrodinger the Copernicus is the easiest portfolio to manage and consistently one of the top performing portfolios tracked here at ITA Wealth Management. The Copernicus investing model is to purchase U.S. Equities and never sell unless there is an emergency. Since launching this portfolio in mid-January 2022, no shares have been sold […]

Schrodinger Portfolio Review: 13 March 2024

March 13, 2024 By Lowell Herr

“Performance data represents past performance, and may not reflect future investment returns.” – U.S. Securities and Exchange Commission Schwab’s Intelligent Portfolio, Schrodinger, is up for review this morning. Almost no action took place over the past month, likely due to the cash holding not exceeding 8.0%. Is this sizable percentage in cash holding down performance? […]