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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...]

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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]

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...]

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Bullish Percent Indicators: 1 September 2023

September 2, 2023 By Lowell Herr

We need more weeks like this one as all indexes increased or held even in the percentage of bullish stocks.  Nearly all sectors also improved during the week.  Two sectors, Staples and Utilities, merit watching as both are close to the oversold … [Read more]

Schrodinger Portfolio Review: 28 August 2023

August 28, 2023 By Lowell Herr

Schrodinger is the passively managed portfolio up for review this morning.  As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account.  On rare occasions the Stock/Bond ratio … [Read more]

Rutherford Portfolio Review (Tranche 1): 25 August 2023

August 26, 2023 By hedgehunter

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week's close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a … [Read more]

Bullish Percent Indicators: 25 August 2023

August 26, 2023 By Lowell Herr

Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables.  When the stock market rebounded Friday I assumed we might see a few more X's show up, particularly within the sectors.  Not so as only two … [Read more]

Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More … [Read more]

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By hedgehunter

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could … [Read more]

Bullish Percent Indicators: 18 August 2023

August 19, 2023 By Lowell Herr

The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More … [Read more]

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

August 17, 2023 By Lowell Herr

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a … [Read more]

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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.

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