ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Dirac 2026 Portfolio Review: 2 April 2026

This week saw a lot of volatility in the US Equity Markets, so let's take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB - Materials), XLE (Energy), XLI … [Read More...]

Membership

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]

Sector BPI

Carson Sector BPI Portfolio Review: 18 June 2025

Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors.  Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU).  With wars and rumors of wars loaded on top … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

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]

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By hedgehunter

After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the … [Read more]

Tweaking Sector BPI Plus Investing Model: Part II

November 18, 2023 By Lowell Herr

Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios.  Here is the step by step process I go through when I review or update … [Read more]

Copernicus Portfolio Update: 14 November 2023

November 14, 2023 By Lowell Herr

From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers.  In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today.  Copernicus is the portfolio I highly … [Read more]

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By hedgehunter

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week's close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD … [Read more]

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble's WFPC2 camera. It was assembled from … [Read more]

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples … [Read more]

  • « Previous Page
  • 1
  • …
  • 35
  • 36
  • 37
  • 38
  • 39
  • …
  • 81
  • Next Page »

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock 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.

Random Posts

  • McClintock Sector BPI Portfolio Review: 10 February 2026
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • Carson Portfolio Review: 9 January 2023
  • Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
  • Rutherford Portfolio Review (Tranche 2): 22 December 2023
  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Huygens Sector BPI Portfolio Review: 24 November 2023
  • Kahneman-Tversky Portfolio Review: 9 January, 2023
  • Carson Sector BPI Portfolio Review: 26 January 2026
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Kahneman-Tversky Portfolio Review: 9 August, 2024

Log in | Website Design by BOING