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Bullish Percent Indicators: 19 January 2024

January 20, 2024 By Lowell Herr

Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would turn bullish.  Not so.  Technology is the one sector of the market […]

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

Bethe Sector BPI Portfolio Review: 19 January 2024

January 20, 2024 By Lowell Herr

Bethe is the Sector BPI portfolio reviewed this morning.  This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm.  We have been housebound for over a week, but experienced only four electric energy (EE) brownouts so we are extremely fortunate compared to many Portland citizens. Now to […]

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

Schrodinger Portfolio Review: 18 January 2024

January 19, 2024 By Lowell Herr

As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated.  This post reflects those additional purchases.  The Schrodinger was initially set up to answer the question, “Who Will Manage The Family Portfolio When I Die?” Reviews of the Schrodinger are simple and straight forward as no decisions […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Millikan Sector BPI Portfolio Review: 18 January 2024

January 18, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV.  Some investors might want to broaden the equity options to include developed international equities (VEA) and emerging market […]

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

Gauss Sector BPI Portfolio Review: 17 January 2024

January 17, 2024 By Lowell Herr

Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone.  Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or fewer stocks within a sector are bullish.  To learn more about BPI data, go to […]

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

Franklin Sector BPI Portfolio Review: 16 January 2024

January 16, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio up for review and included in this blog post is additional Kipling SS information for those new subscribers using this spreadsheet.  The Franklin has been using the Sector BPI model for roughly a year so we are beginning to build useful data, although one year in the stock market […]

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

Carson Portfolio Review: 15 January 2024

January 15, 2024 By Lowell Herr

Since my recent Seeking Alpha article there has been increased interest in the ITA blog.  This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model.  In addition, the U.S. stock market is closed today in celebration of Martin Luther King […]

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

Rutherford Portfolio Review (Tranche 1): 12 January 2024

January 14, 2024 By hedgehunter

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven’t yet been able to assess). In the past week we got a […]

Filed Under: Rutherford Portfolio, Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Relative Portfolio Performance Data: 12 January 2024

January 13, 2024 By Lowell Herr

Below is 24.5 months of date for the ITA portfolios I track.  This list does not include the portfolios managed and reported on by Hedgehunter.  The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the Date column.  I have a few more portfolios […]

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Bullish Percent Indicators: 12 January 2024

January 13, 2024 By Lowell Herr

This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call for any Buy signals. Five portfolios are scheduled for an update this […]

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

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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.

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Random Posts

  • Bethe Portfolio Review: 4 August 2023
  • Bullish Percent Indicator Data: 5 January 2024
  • Protecting Portfolio Performance
  • Einstein Portfolio Review: 24 April 2023
  • McClintock Sector BPI Portfolio Review: 23 June 2025
  • Kahneman-Tversky Portfolio Review: 6 April 2023
  • Darwin 2026 Portfolio Review: 20 February 2026
  • Rutherford Portfolio Review (Tranche 3): 22 March 2024
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Millikan Sector BPI Portfolio Review: 18 January 2024
  • Rutherford Portfolio Review (Tranche 2): 31 March 2023

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