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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

Huygens Portfolio Review: 13 June 2025

Huygens is a pure Asset Allocation portfolio, built around traditional asset classes with a global diversification plan.  Since this review comes at a time when we are approaching the end of the second quarter, no changes are planned.  After the second quarter dividends are in I will be updating asset classes that are below target.  More explanations to follow later in this blog post. … [Read More...]

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Nine Stock Portfolio

March 23, 2017 By Lowell Herr

This is the final tranche momentum analysis for stocks today.  This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations:  The two stocks to sell out of the portfolio are NVO and TSS … [Read more]

Stocks: Another Tranche Momentum Look

March 23, 2017 By Lowell Herr

Here is a second list of individual stocks.  Only two show up as potential purchases. Tranche Momentum Recommendations:  The recent market downturn hit most of these stocks.  Only two, MU and NVDA, are ones I would consider for purchase. Just … [Read more]

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Not all ITA Wealth Management readers use ETFs to build their portfolios.  There are readers who have an interest in dividend oriented individual stocks.  The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha … [Read more]

The Importance of Algorithms

February 25, 2017 By Lowell Herr

Doubt is not a pleasant condition, but certainty is an absurd one. - Voltaire I'm a fan of books written by Michael Lewis.  A few that stand out are:  Liar's Poker, Moneyball, The Big Short, and Flash Boys.  Lewis' latest work, The Undoing Project, … [Read more]

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the … [Read more]

Value-Momentum Stock Update

February 3, 2017 By Lowell Herr

Value-Momentum stock data as of 2/2/2017 shows the following when analyzed using the yet to be released Kipling Tranche spreadsheet.  Six out of over 6,500 stocks passed the screen. … [Read more]

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall investment … [Read more]

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

Occasionally, I'll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci's book, Dual Momentum Investing may recall him stating the following.  "My favorite dual momentum strategy is … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
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  • McClintock Sector BPI Portfolio Review: 5 May 2026

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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  • Bohr Portfolio Review: 12 May 2023
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  • Pauling Sector BPI Portfolio Review: 7 November 2023

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