ITA Wealth Management Forum - Recent Posts https://itawealth.com/community/ ITA Wealth Management Discussion Board en-US Tue, 10 Mar 2026 05:57:46 +0000 wpForo 60 No Change https://itawealth.com/community/sector-bpi/no-change/#post-960 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 

]]> Lowell Herr https://itawealth.com/community/sector-bpi/no-change/#post-960 February 20th Information https://itawealth.com/community/sector-bpi/february-20th-information/#post-959 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

]]> Lowell Herr https://itawealth.com/community/sector-bpi/february-20th-information/#post-959 Staples Overbought https://itawealth.com/community/sector-bpi/staples-overbought-2/#post-958 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.

]]> Lowell Herr https://itawealth.com/community/sector-bpi/staples-overbought-2/#post-958 Buy Recommendation: Technology https://itawealth.com/community/sector-bpi/buy-recommendation-technology/#post-957 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

]]> Lowell Herr https://itawealth.com/community/sector-bpi/buy-recommendation-technology/#post-957 No changes https://itawealth.com/community/sector-bpi/no-changes-5/#post-956 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

]]> Lowell Herr https://itawealth.com/community/sector-bpi/no-changes-5/#post-956 Bottom Performers https://itawealth.com/community/portfolio-management/bottom-performers/#post-955 Sat, 31 Jan 2026 12:54:09 +0000 Here are the bottom or worst five performing portfolios.

  • #15 is Kepler
  • #14 is Einstein
  • #13 is Bohr
  • #12 is Newton (Not tracked publicly.)
  • #11 is Pauling
]]> Lowell Herr https://itawealth.com/community/portfolio-management/bottom-performers/#post-955 Portfolio Rankings https://itawealth.com/community/portfolio-management/portfolio-rankings/#post-954 Sat, 31 Jan 2026 12:49:33 +0000 Based on the latest data here are the top five ranking portfolios.

  1. Copernicus
  2. Carson
  3. Schrodinger
  4. Franklin
  5. Gauss
]]> Lowell Herr https://itawealth.com/community/portfolio-management/portfolio-rankings/#post-954 January BPI Summary https://itawealth.com/community/sector-bpi/january-bpi-summary/#post-953 Sat, 31 Jan 2026 12:22:16 +0000 All major indexes ended the month bearish with exception of the Dow Jones Industrial Average (DJIA).

As for Sectors, it is a mixed bag.  Energy and Materials are overbought so if you are holding VDE and/or VAW you should have already had a Trailing Stop Loss Order (TSLO) in place for those two Exchange Traded Funds (ETFs).

The bullish sectors are: Energy, Industrial, Communications, Utilities, and Real Estate.  Nearly all indexes and sectors showed a decline in value this past week.

Technology bears watching this week as the Bullish Percent Indicator (BPI) is in the high 30s.

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/january-bpi-summary/#post-953 No Changes https://itawealth.com/community/sector-bpi/no-changes-4/#post-952 Sat, 24 Jan 2026 13:40:26 +0000 There are no changes for Sector BPI portfolios for the week of 1/23/26.  Overbought sectors are not in our portfolios and there are no oversold sectors.

Just be patient as we will see some oversold sectors sometime during the 2026 season.

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/no-changes-4/#post-952 No Changes https://itawealth.com/community/sector-bpi/no-changes-3/#post-951 Sat, 17 Jan 2026 17:54:44 +0000 No major changes recommended for Sector BPI investors.  Large-cap stocks show weakness, but not sufficient to cause any changes in the Sector BPI recommendations.  VAW continues to hold a TSLO position.

There are no Buy recommendations.

Lowell

]]> Lowell Herr https://itawealth.com/community/sector-bpi/no-changes-3/#post-951