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Recent Blog Entry

Franklin Sector BPI Portfolio: 12 June 2026

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du … [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]

Portfolio Management

Rutherford Portfolio Review (Tranche 5): 17 March 2023

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [Read More...]

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Merry Christmas

December 25, 2022 By Lowell Herr

  "Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will … [Read more]

What To Do If The Kipling Spreadsheet Becomes Inoperative?

December 21, 2022 By Lowell Herr

ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet.  Fortunately we have a backup system from Tiingo.  If … [Read more]

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S. … [Read more]

ITA Portfolios: Breaking The Models Into Groups

December 5, 2022 By Lowell Herr

Sixteen portfolios are currently under management at ITA Wealth Management.  This does not include portfolios managed by Hedgehunter.  This blog post explains to readers how the different portfolios are handled or managed.  Each of the sixteen … [Read more]

Thanksgiving Wishes

November 24, 2022 By Lowell Herr

Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I've been writing this blog.  A special … [Read more]

McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for … [Read more]

New Carson Launched: 4 November 2022

November 4, 2022 By Lowell Herr

Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The … [Read more]

Carson Portfolio: Creating A New Investing Model – Sector BPI

November 3, 2022 By Lowell Herr

Coming sometime over the next two month is a new investing model.  I'll classify it as a Bullish Percent Indicator ETF Sector Model.  I've hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Portfolio Hedging
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin 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

  • Portfolio Hedging
  • Bethe Asset Allocation Portfolio Review: 25 February 2025
  • Tweaking Sector BPI Plus Investing Model: Part II
  • Rutherford Portfolio Review (Tranche 1): 12 January 2024
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
  • Bullish Percent Indicators: 27 January 2023
  • Hawking Portfolio Review: 7 July 2023
  • McClintock Portfolio Review: 23 November 2022
  • Beta: A Brief Description

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