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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 5 May 2026

Yesterday I asked Google, "What is the origin of the Sector Bullish Percent Indicator investing model?"  Here is the reply. "The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder of the market analysis service Investors Intelligence (then called … [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

Bohr Portfolio Update: 3 July 2023

Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of … [Read More...]

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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]

Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr

Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]

Bullish Percent Indicators: 11 August 2023

August 12, 2023 By Lowell Herr

There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow … [Read more]

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By hedgehunter

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like … [Read more]

Copernicus Portfolio Review: 11 August 2023

August 11, 2023 By Lowell Herr

Copernicus is a portfolio designed to keep pace with the S&P 500.  The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice.  Thus far, … [Read more]

Franklin Sector BPI Portfolio Review: 10 August 2023

August 10, 2023 By Lowell Herr

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as … [Read more]

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained … [Read more]

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Popular Posts

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  • Carson Portfolio Review: 26 February 2026
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General Investment News

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

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Random Posts

  • Bullish Percent Indicators: 21 July 2023
  • Carson Portfolio Review: 26 February 2026
  • Rutherford Portfolio Review (Tranche 5): 17 March 2023
  • Bullish Percent Indicator Data: 6 October 2023
  • Copernicus Portfolio Update: 27 April 2026
  • Beta: A Brief Description
  • Gordon Equation Revisited: A Time To Be Cautious
  • The Feynman Study: Part 1
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Copernicus Portfolio Update: 22 August 2024
  • Bullish Percent Indicators: 21 April 2023

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