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Recent Blog Entry

Bullish Percent Indicators: 26 February 2021

It has been several weeks since I last posted any information on Bullish Percent Indicators (BPI).  BPI is also known as Point and Figure (PnF) charting.  Several "anomalies" pop up this week due to the unusual volatility.  This happens when action on Friday deviates from the overall moves of the week. The first table examines seven major indexes.  Pay most attention to the NYSE and NASDAQ as … [Read More...]

Lifetime Membership

Lifetime ITA Membership

Lifetime Platinum membership now available for $100.  Here are the instructions.  Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make out a $100 check to Lowell Herr.  Mail to the Moss Street address shown below or have your bank send an "electronic check" to this same address.  Signup as a Guest member so you can be elevated to the … [Read More]

Millikan Portfolio

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Blog Archives

Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter

May 4, 2017 By Lowell Herr

In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top … [Read more]

Summary of Buy and Sell Rules

April 13, 2017 By Lowell Herr

Investors following the Strategic Asset Allocation Model (SAAM) focus on keeping the asset classes in balance.  The SAAM is essentially a buy and hold or passive style portfolio.  As mentioned frequently, it is a good idea to use this model for a … [Read more]

What Securities Should I Have In My Investment Quiver?

March 29, 2017 By Lowell Herr

One of the investing disciplines is knowing what securities to use to construct a portfolio.  A lot of research on this blog centers around the "Rutherford 10" ETFs so that is a good starting place for investors.  However, we need to recognize there … [Read more]

Trifecta of Portfolio Management

March 24, 2017 By Lowell Herr

Investors wary of putting all their eggs in one portfolio approach would do well to think - trifecta.  Split the portfolio into a minimum of three different portfolios.  The trifecta approach is particularly useful as a portfolio grows in size where … [Read more]

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 Analysis

March 23, 2017 By Lowell Herr

Here is yet another tranche momentum analysis on a group of recommended individual stocks. Tranche Momentum Recommendations:  Once more, we scan the table to identify those stocks to cull from the portfolio.  Eight of the twenty to be sold are … [Read more]

Stocks: A Fourth List Using Tranche Momentum Recommendations

March 23, 2017 By Lowell Herr

This fourth list of individual stocks comes from another investor who is interested in the tranche momentum model analysis.  Again, many of these ticker symbols are familiar to those who deal primarily in individual stocks. Tranche Momentum … [Read more]

Stocks: A Third List Up For Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

This third list of stocks come from an investor who is interested in seeing where his stocks fall based on this momentum analysis. Tranche Momentum Recommendations:  Below are fifteen (15) stocks, many well known to investors who construct their … [Read more]

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Portfolios coming up for review are:  Euclid, Bethe, and Millikan.  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.

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