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Recent Blog Entry

Carson Portfolio Review: 26 February 2026

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI … [Read More...]

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ITA Membership

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

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

Millikan is another Sector BPI Plus portfolio that is meeting expectations.  If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week.  We use Bullish Percent … [Read More...]

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Rutherford Portfolio Review (Tranche 3): 1 December 2023

December 3, 2023 By hedgehunter

Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time … [Read more]

Schrodinger Portfolio Review: 1 December 2023

December 1, 2023 By Lowell Herr

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first … [Read more]

Rutherford Portfolio Review (Tranche 2): 24 November 2023

November 26, 2023 By hedgehunter

It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered … [Read more]

Bullish Percent Indicators: 24 November 2023

November 25, 2023 By Lowell Herr

This was a good, but not stellar week for U. S. Equities.  Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week.  The one major change happened in the Financial sector as it moved into the overbought … [Read more]

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the "neutral" zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio … [Read more]

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  … [Read more]

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I've done is to add eleven sector ETFs where these new eleven are … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss, and Kepler 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.

This blog is free to all who signup as a Guest.

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