ITA Wealth Management Forum - Recent Topics

Technology Alert

Lowell Herr — Sat, 27 Jun 2026 12:34:02 +0000

Technology dropped into the oversold zone so I will be purchasing shares of VGT on Monday for Carson, Franklin and McClintock portfolios.

Communication came close to a Buy, but did not quite make it. The sector merits close watching.

Health is again overbought, but we already have TSLOs in place to sell VHT.

Lowell

Coming Updates

Lowell Herr — Fri, 26 Jun 2026 18:49:37 +0000

Next week is a busy one for portfolio reviews as the Millikan, Huygens, McClintock and Bethe are scheduled. These will close out the second quarter and open up the first July updates.

McClintock is the single Sector BPI portfolio of the four.

Lowell

One Sell - One Buy

Lowell Herr — Sun, 21 Jun 2026 13:49:37 +0000

Since the market was closed on Friday I think I provided the critical information last week. As far as Sectors, Energy is oversold while Financial is overbought. I filled the Energy by purchasing shares of VDE and have 3% TSLOs under VFH.

As for the broad indexes, the broad NYSE and NASDAQ are both bullish. The other five I track are bearish.

The DJTA took a major hit as it dropped from 90% bullish down to 60% bullish. That is a huge hit and needs watching.

SpaceX is or will become part of NASDAQ, but not the S&P 500 as it does not generate a profit. The bloom may be off the rose as the price of this IPO is now beginning to come off its high.

It would not surprise me if the S&P 500 and NASDAQ begin to diverge over the coming months.

Lowell

Financial - A Sell Again

Lowell Herr — Thu, 18 Jun 2026 19:30:47 +0000

Most Sector BPI managers no longer hold Financial (VFH), but if you do make sure you have a 3% TSLO under this ETF as Financial is once more positioned in the overbought zone.

Energy (VDE) dropped further into the oversold zone to where it is no only 14.28% bullish. I added more shares of VDE today even though it meant exceeding the target percentage.

Lowell

Sector BPI Portfolios

Lowell Herr — Wed, 17 Jun 2026 19:18:07 +0000

If interested in following the Sector BPI investing model, register as a Guest and then follow the Carson, Franklin and McClintock portfolios.

Lowell

Energy a Buy!

Lowell Herr — Wed, 17 Jun 2026 19:08:52 +0000

Energy (VDE) dropped into the oversold zone so I purchased shares of VDE with the Carson, Franklin and McClintock.

Financials and Industrial are overbought so place 3% TSLOs under VFH and VIS. I think VFH is out of my three Sector BPI portfolios, but not Industrial.

If you have questions, drop them here.

Lowell

Bank of America Warning

Lowell Herr — Sat, 13 Jun 2026 20:34:12 +0000

Just found this on Yahoo-Finance.

"A growing number of "bear market signposts" are signaling that the market could be approaching a top and that investors should take profits now before a pullback, according to Bank of America.

Seven of the bank's 10 bear market indicators have been triggered in recent months, strategists led by Savita Subramanian wrote in a recent client note. Five were triggered by April, and two more of those indicators flashed red in May."

Lowell

Portfolio Performance

Lowell Herr — Sat, 13 Jun 2026 16:55:39 +0000

Based on IRR data the top performing portfolios are:

Copernicus
Schrodinger
Franklin
Carson
Gauss
Millikan
McClintock
Huygens
Bethe
Pauling
Bohr
Einstein
Kepler

6/12/26 BPI Update

Lowell Herr — Sat, 13 Jun 2026 16:10:46 +0000

Health and Real Estate are overbought so place TSLOs under VHT and VNQ if held in any Sector BPI portfolios.

No sectors are oversold so no buying opportunities.

Lowell

Bank of America Projection

Lowell Herr — Sat, 13 Jun 2026 11:38:30 +0000

I heard where Bank of America sent out its 8th warning of the coming market correction. Are there BofA readers who can verify this information?

Lowell