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

Franklin Sector BPI Portfolio Review: 20 March 2026

Recent market declines kicked several sectors into the oversold zone.  The Franklin ETFs impacted are:  VCR, VDC, VFH, VHT, VIS, and VOX.  When I ran the Bullish Percent Indicator (BPI) numbers before the market opened, Industrial registered 31.64 and Consumer Staples was 30.55.  … [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

Bethe Sector BPI Portfolio Review: 6 November 2023

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 and Materials as the remaining Buy … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

Bullish Percent Indicators: 28 July 2023

July 29, 2023 By Lowell Herr

The Bullish Percent Indicators (BPI) tell us this past week was rest time.  Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks.  There is one new Sell signal and that is … [Read more]

Copernicus Portfolio Review: 27 July 2023

July 27, 2023 By Lowell Herr

As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio.  It is easy to manage and performance is outstanding.  The one reservation I have is that there is no downside protection as this is a buy and … [Read more]

Rutherford Portfolio Review (Tranche 4): 21 July 2023

July 22, 2023 By hedgehunter

It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little … [Read more]

Bullish Percent Indicators: 21 July 2023

July 22, 2023 By Lowell Herr

While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100.  There were also a few changes in sectors of the market and I'll get into that in a moment.  Overall, the … [Read more]

Charitable Contributions Using Tax-Deferred Account

July 20, 2023 By Lowell Herr

When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate.  In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense … [Read more]

Rutherford Portfolio Review (Tranche 3): 14 July 2023

July 15, 2023 By hedgehunter

Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week's close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it's lowese level in the … [Read more]

Bullish Percent Indicators: 14 July 2023

July 15, 2023 By Lowell Herr

Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data.  Looking at the index information we see a U.S. stock market driven by large-cap stocks.  Small- and mid-cap stocks are … [Read more]

Copernicus Portfolio Review: 11 July 2023

July 11, 2023 By Lowell Herr

Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends.  Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income … [Read more]

  • « Previous Page
  • 1
  • …
  • 41
  • 42
  • 43
  • 44
  • 45
  • …
  • 80
  • Next Page »

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, 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

  • Franklin Sector BPI Portfolio: 17 October 2024
  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • Schrodinger Portfolio Update: 25 September 2025
  • Retirement Planning Mistake #1
  • “Sell In May And Go Away”
  • Millikan Portfolio Update: 11 April 2023
  • Rutherford-Darwin Portfolio Review – 10 January 2025
  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • Copernicus Portfolio Review: 3 May 2023
  • Schrodinger Portfolio Update: 3 July 2023
  • Schrodinger Portfolio Review: 2 January 2025

Log in | Website Design by BOING