ITA Wealth Management Forum - Recent Posts https://itawealth.com/community/ ITA Wealth Management Discussion Board en-US Sun, 09 Aug 2026 03:55:45 +0000 wpForo 60 News Flash https://itawealth.com/community/sector-bpi/news-flash/#post-1004 Wed, 05 Aug 2026 17:52:10 +0000 Three sectors moved into the overbought zone and they are:  VIS, VGT, and VOX.  Those are the ETFs for the overbought sectors.  

None of the Sector BPI portfolios I monitor are holding shares of VIS.  I placed TSLOs under VGT and VOX in the Carson, Franklin, and McClintock.

Tomorrow is the update for the Franklin.

Utilities took a big hit so I will be watching that one as well.

 

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/news-flash/#post-1004 7/31/26 Update https://itawealth.com/community/sector-bpi/7-31-26-update/#post-1003 Sun, 02 Aug 2026 20:20:10 +0000 No new recommendations as of 7/31/26.

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/7-31-26-update/#post-1003 29 June 2026 Report https://itawealth.com/community/sector-bpi/29-june-2026-report/#post-1002 Wed, 29 Jul 2026 15:33:30 +0000 The three overbought sectors are: Financial, Health, and Real Estate.  All were overbought for several weeks so nothing has changed since TSLOs were already in place.

Tomorrow the McClintock portfolio is up for review.

Lowell 

]]> Lowell Herr https://itawealth.com/community/sector-bpi/29-june-2026-report/#post-1002 Staples Sector Overbought https://itawealth.com/community/sector-bpi/staples-sector-overbought/#post-1001 Sat, 18 Jul 2026 16:26:33 +0000 Friday's action placed Staples (VDC) in the overbought zone.  I set 3% TSLOs under VDC in all three Sector BPI portfolios.

Also overbought are:  Financial, Health, and Real Estate.  This action does not impact any of the portfolios I track as I already have TSLOs set or am no longer invested in these sectors.

Overall, this last week was not a strong week for equities although the NYSE is up about one percentage point.  Apparently small cap stocks performed a tad better this week compared to large and mega-cap stocks.

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/staples-sector-overbought/#post-1001 Sector BPI Report for 10 July 2026 https://itawealth.com/community/sector-bpi/sector-bpi-report-for-10-july-2026/#post-1000 Sat, 11 Jul 2026 14:39:11 +0000 The three overbought sectors are:  Financial, Health, and Utilities. I will need to check, but I don't think the Carson, Franklin, or McClintock hold any of those ETFs.  

The most recent oversold sectors were:  Discretionary, Energy, Materials, and Technology.

Energy is up from a low of 14.28% bullish to 33.33% bullish.

 

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/sector-bpi-report-for-10-july-2026/#post-1000 Utilities Overbought https://itawealth.com/community/sector-bpi/utilities-overbought/#post-999 Thu, 09 Jul 2026 22:57:02 +0000 Based on the close of the market today (6/9/26) Utilities is overbought.  I doubt many Sector BPI followers are holding shares of VPU.  None of the three Sector BPI portfolios I am tracking here at ITA are holding more than a single share.

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/utilities-overbought/#post-999 Connecting to ITA Blog https://itawealth.com/community/general/connecting-to-ita-blog/#post-998 Thu, 09 Jul 2026 19:25:31 +0000 Without infringing on readers time, is anyone having a problem connecting to this blog and reading the posts?  Respond to this note if you are having a difficult time logging on to the blog.

Lowell

]]> Lowell Herr https://itawealth.com/community/general/connecting-to-ita-blog/#post-998 Reading Blog Posts https://itawealth.com/community/blog-tips/reading-blog-posts/#post-997 Wed, 08 Jul 2026 22:38:36 +0000 Is anyone having problems logging in and reading posts?  Let me know if you are having problems.  Make sure you are a Subscriber.

Lowell

]]> Lowell Herr https://itawealth.com/community/blog-tips/reading-blog-posts/#post-997 Technology Alert https://itawealth.com/community/sector-bpi/technology-alert/#post-996 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

]]> Lowell Herr https://itawealth.com/community/sector-bpi/technology-alert/#post-996 Coming Updates https://itawealth.com/community/general/coming-updates/#post-995 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

]]> Lowell Herr https://itawealth.com/community/general/coming-updates/#post-995