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Recent Blog Entry

Franklin Sector BPI Portfolio Update: 10 July 2026

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum.  Check the Forum on a regular bases for up-to-date information. No … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Copernicus Portfolio Update: 28 June 2023

After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below is the current investment quiver and holdings for the Copernicus.  I added SHV as an additional option for times when none of … [Read More...]

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Bullish Percent Indcators: 30 December 2022

December 31, 2022 By Lowell Herr

Pay particular attention to the second screenshot as that is where one finds the data to manage the Sector BPI portfolios. … [Read more]

Millikan Portfolio Review: 30 December 2022

December 30, 2022 By Lowell Herr

The Millikan portfolio is one of the latest accounts to move from the Relative Strength management model over to the Sector BPI model.  There are still a number of asset class equity holdings in the Millikan.  I've set Trailing Stop Loss Orders … [Read more]

McClintock Portfolio Review: 29 December 2022

December 28, 2022 By Lowell Herr

McClintock is the top performing Dual Momentum™ portfolio tracked here at ITA.  The recommendation to remain in International Equities has not changed since last month.  Instead of three securities I broadened the options to seven (7) although the … [Read more]

Carson Update: 27 December 2022

December 27, 2022 By Lowell Herr

The Carson portfolio does not need an update.  However, to continue to build a base for this new investment approach, I'm committed to keeping investors aware of what is going on with the Sector BPI Model portfolio.  No changes are anticipated as the … [Read more]

Gauss Migration To Sector BPI Model: 27 December 2022

December 26, 2022 By Lowell Herr

Gauss and Millikan are two portfolios I'm shifting over to the Sector BPI Model as neither is performing at a level expected.  The following analysis explains the process I'm using for this migration.  Both portfolios were considered Relative … [Read more]

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not performing as well as expected.  … [Read more]

Merry Christmas

December 25, 2022 By Lowell Herr

  "Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will … [Read more]

Explaining the Hypothesis of the Sector BPI Model

December 24, 2022 By Lowell Herr

Several months ago I conceived the idea of how one might use Bullish Percent Indicator (BPI) data to actively manage portfolios.  Readers of this blog who have been involved with the stock market for any significant period of time know just how … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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