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Page 1 / 7 Next
# Post Title Date User
Two Purchase Recommendations (11/7/2025)   6 hours ago Lowell Herr
BPI Recommendations Staples Materials
10/31/25 Recommendations   1 week ago Lowell Herr
BPI Recommendations
Materials Alert   3 weeks ago Lowell Herr
VAW Materials
10/17/2025 Update   3 weeks ago Lowell Herr
recommendations
One Possible Purchase Close   4 weeks ago Lowell Herr
Discretionary Oversold
Portfolios Up For Review (Week of Oct. 13)   4 weeks ago Lowell Herr
portfolio reviews
No New Recommendations (10/04/2025)   1 month ago Lowell Herr
Recommendations Nothing new
Staples Sector Alert - 9/12/2025   2 months ago Lowell Herr
sector alert staples
8/29/2025 Update   2 months ago Lowell Herr
Sector BPI Update
Howard Marks Interview   2 months ago Lowell Herr
Howard Marks Interview
No Sector Changes   4 months ago Lowell Herr
Sector BPI Recommendation recommendations
Real Estate Overbought (6/6/2025)   5 months ago Lowell Herr
real estate VNQ
Communications is Overbought   5 months ago Lowell Herr
Communications VOX
Sector Update: 5/23/2025   6 months ago Lowell Herr
sector recommendations
VCR or Discretionary Overbought   6 months ago Lowell Herr
Discretionary
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Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

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  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Selecting Closed End Funds (CEFs)
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  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Bullish Percent Indicator: 30 May 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Millikan, Gauss, Einstein, McClintock, Pauling, and Copernicus 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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