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Recent Blog Entry

Bullish Percent Indicators: 21 November 2025

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.  … [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]

Critical Material

What Is On The Other Side Of The 3 x 5 Card?

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall … [Read More...]

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Blog Archives

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr

"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not … [Read more]

Rutherford Portfolio Review (Tranche 2): 20 January 2023

January 23, 2023 By hedgehunter

It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is … [Read more]

Bullish Percent Indicators: 20 January 2023

January 21, 2023 By Lowell Herr

Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I'll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index … [Read more]

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read more]

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios … [Read more]

Bullish Percent Indicators: 13 January 2023

January 14, 2023 By Lowell Herr

Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio.  Energy, Financial, and Real Estate all moved into the over-bought zone this week.  All major indexes are bullish.  None of the indexes penetrated the over-bought … [Read more]

Hawking Portfolio Review: 10 January, 2023

January 11, 2023 By hedgehunter

The Hawking Portfolio is a Buy-and-Hold "Income" Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like … [Read more]

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Portfolios coming up for review.  Franklin, Gauss, Schrodinger and Huygens 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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