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McClintock Sector BPI Update: 26 August 2026

This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock.  As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 in cash.  Rather than let that money sit idle in a money market, where it earns very little interest, I will purchase more shares of the short-term … [Read More...]

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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]

Portfolio Management

Huygens Portfolio Review: 3 June 2026

Huygens is the portfolio up for review this morning.  Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement.  We know the Shiller CAPE and Buffett Indicator are both showing the market is overvalued.  This was also true in 1996, but the market powered forward for another three years.  In the years 1999 through … [Read More...]

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Bullish Percent Indicators: 7 February 2025

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Bullish Percent Indicator data was last published on January 10th of this year.  There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios.  There was one day when Staples dipped into … [Read more]

Schrodinger Portfolio Review: 6 February 2025

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Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab "Intelligent Portfolio" managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up … [Read more]

Bethe Portfolio Review: 4 February 2025

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With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can … [Read more]

Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

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