ITA Wealth Management Forum - Recent Topics

Sector Action 4/3/2026

Lowell Herr — Sat, 04 Apr 2026 12:29:35 +0000

At weeks end five sectors are oversold. Communications was oversold last week and managed to move from 26.08% bullish up to 30.43% bullish this week.

The five oversold sectors are: Discretionary, Staples, Health, Industrial, and Real Estate.

Financials and Communications moved out of the oversold zone while Staples and Industrial dropped into the oversold zone this week.

Overall, several of the broad U.S. Equities indexes moved from bearish to bullish.

Lowell

Consumer Staples (VDC) A Buy

Lowell Herr — Thu, 02 Apr 2026 16:17:00 +0000

Consumer Staples moved down into the oversold zone so I added shares to the Carson, Franklin, and McClintock. Buy VDC to fill this sector.

Lowell

Sectors Oversold

Lowell Herr — Sun, 29 Mar 2026 14:33:26 +0000

As of 3/27/2026 the oversold sectors are:

Discretionary
Financial
Health
Communications
Real Estate

Staples, Industrial and Technology are all in the very low 30s or within a gnats eyebrow of a buy.

Energy and Utilities are overbought and merit a 3% TSLO under them if held in a Sector BPI portfolio.

Lowell

Health and Real Estate Join Oversold

Lowell Herr — Sat, 21 Mar 2026 16:23:49 +0000

Readers,

Health and Real Estate joined the oversold sectors. We now see five sectors in the oversold zone as of March 20, 2026. They are:

Discretionary - VCR
Financial - VFH
Health - VHT
Industrial - VIS
Real Estate - VNQ

If you are managing a Sector BPI portfolio, check these five sectors and make sure to invest in the above five ETFs. Some readers may be using iShares sector ETFs instead of Vanguard. Not a problem

Staples and Communications are very close to oversold with BPI values of 30.55 and 30.43 respectively. One knows it is a weak stock market when seven of eleven sectors are oversold.

Lowell

Important News As Of 3/14/2026

Lowell Herr — Sat, 14 Mar 2026 07:58:49 +0000

Sector BPI Action

1. Discretionary is oversold and we already hold shares of VCR.

2. New this week is an oversold Industrial. I will be purchasing shares of VIS on Monday for the three Sector BPI portfolios.

3. Financial is only 30.66% bullish so I plan to add shares of VFH to the three Sector BPI portfolios.

4. Communications is only 30.43% bullish so I plan to add shares of VOX (if not already holding shares) to the three Sector BPI portfolios.

Lowell

No Change

Lowell Herr — Sat, 28 Feb 2026 10:59:16 +0000

There are no changes as we end February of 2026. Staples, Energy, Materials and Utilities are still overbought and no sectors are oversold.

Lowell

February 20th Information

Lowell Herr — Sat, 21 Feb 2026 17:31:42 +0000

Readers: No changes in the recommendations for Sector BPI portfolios. Stand pat with the current holdings.

Lowell

Staples Overbought

Lowell Herr — Sat, 14 Feb 2026 20:18:20 +0000

Set TSLO for VDC is you hold this in a Sector BPI portfolio as the Staples sector is overbought.

Energy, Materials and Utilities are also overbought and have been for several weeks.

Lowell

PS Today celebrates 18 years of writing the ITA blog.

Buy Recommendation: Technology

Lowell Herr — Sat, 07 Feb 2026 17:00:00 +0000

Technology dropped into the Buy or oversold zone. Place orders for VGT or a similar ETF.

Lowell

No changes

Lowell Herr — Tue, 03 Feb 2026 13:31:45 +0000

I just checked sectors that I thought might move into the oversold zone. None are close to a Buy.

Lowell