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Recent Blog Entry

Bullish Percent Indicators: 21 November 2025

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.  … [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]

Critical Material

How Much Are You Leaving With Your Financial Advisor?

  Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next … [Read More...]

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Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning … [Read more]

Rutherford Portfolio Review (Tranche 2): 10 May 2024

May 11, 2024 By hedgehunter

It was another bullish week in US equities with stocks ending ~1.8% higher than last week's close: This resulted in prices closing slightly outside the upper boundary of the tentative downtrend channel … [Read more]

Rutherford Portfolio Review (Tranche 1): 3 May 2024

May 5, 2024 By hedgehunter

US equities had another week of positive performance closing the week ~0.7% higher than last week's close. However, again, it was not a smooth ride with major gains coming on a ~1% gap up on Friday: We are still sitting near the top boundary … [Read more]

“Sell In May And Go Away”

May 2, 2024 By Lowell Herr

"The exact provenance of the saying 'Sell in May and go way, don't come back until St Leger's Day' is unclear but a consensus has formed around the idea that it emerged due to stock market traders … [Read more]

Copernicus Portfolio Review: 1 May 2024

May 1, 2024 By Lowell Herr

Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio.  All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or … [Read more]

Two Quarter Rotations of Sector BPI Performance: 29 April 2024

April 29, 2024 By Lowell Herr

The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods.  Beginning at the end of the second quarter of 2022 and ending on the first quarter of … [Read more]

Rutherford Portfolio Review (Tranche 4): 26 April 2024

April 27, 2024 By hedgehunter

Although US equities closed up ~2.5% from last week's close it was not a smooth ride - with a bounce from last week's close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on … [Read more]

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked … [Read more]

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