ITA Wealth Management Forum - Recent Topics

No Changes - But Three Close

Lowell Herr — Sat, 05 Sep 2026 13:18:10 +0000

No new changes in the Sector BPI portfolios, but three sectors are close to the Oversold Zone.

Industrial (VIS) is very close to purchase territory with a BPI reading of 31.64, Discretionary (VCR) and Utilities (VPU) are close with BPI readings of 35.63 and 35.48 respectively. Last week shares of VPU were purchased for Utilities so we need only pay attention to Industrial and Discretionary.

Lowel

Excel Problems

Lowell Herr — Thu, 03 Sep 2026 18:03:29 +0000

Is anyone else having problems booting Excel? Is Microsoft down?

Lowell

Utilities a Buy

Lowell Herr — Wed, 02 Sep 2026 14:28:34 +0000

Utilities dropped into the oversold zone so I purchased shares of VPU for the Sector BPI portfolios.

Lowell

Rob Berger on Asset Allocation

Lowell Herr — Sun, 30 Aug 2026 16:20:53 +0000

Rob Berger is a useful source of investment information. Check out this video on asset allocation.

https://www.youtube.com/watch?v=8GHJLVBXjD8&t=

Lowell

More on Vanguard

Lowell Herr — Sun, 30 Aug 2026 12:53:32 +0000

I just checked Vanguard's website and I see where a number of their recommended portfolios are still 60% equities and 40% bonds. Apparently the site is not quick to make the changes I see reported on YouTube.

Lowell

Vanguard Recommending Investors Reduce Equity Exposure

Lowell Herr — Sun, 30 Aug 2026 12:23:05 +0000

A major announcement from Vanguard is recommending a major shift away from U.S. Equities. Check out this video and look up similar information on YouTube.

https://www.youtube.com/watch?v=kaKwK4Ztx88

Here at ITA we have been on this bandwagon for several months and readers will see all portfolios have seen a major reduction in equity exposure.

Lowell

PS If you come across a similar video, please post the link here in the Forum.

No Change

Lowell Herr — Sat, 29 Aug 2026 13:22:08 +0000

No changes are showing up in the sector market. The closest to a Buy (oversold) is Utilities (VPU) with a bullish reading of 38.71.

The three sector portfolios (Carson, Franklin, and McClintock) are all heavily invested in short-term treasuries (SCHO or SGOV).

Lowell

No Change

Lowell Herr — Sat, 29 Aug 2026 13:22:03 +0000

No changes are showing up in the sector market. The closest to a Buy (oversold) is Utilities (VPU) with a bullish reading of 38.71.

The three sector portfolios (Carson, Franklin, and McClintock) are all heavily invested in short-term treasuries (SCHO or SGOV).

Lowell

Materials Overbought

Lowell Herr — Wed, 26 Aug 2026 12:10:21 +0000

Materials closed at 69.23 yesterday so I am placing a 3% TSLO under VAW.

Lowell

Energy Overbought

Lowell Herr — Wed, 19 Aug 2026 11:45:01 +0000

Energy is currently overbought so I placed a 3% TSLOs under VDE in the Carson, Franklin, and McClintock. These are the three Sector BPI portfolios I monitor here at ITA.

If not already sold out of the Sector BPI portfolios, TSLOs are in place for Financial (VFH), Health (VHT), Staples (VDC), Industrial (VIS), Technology (VGT), Communications (VOX), Utilities (VPU), and Real Estate (VNQ).

The last oversold sectors were Discretionary (VCR) and Materials (VAW).

Lowell