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Recent Blog Entry

McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [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

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 channel. There is support/resistance in this general area and no clear indication of where we might go from here. In terms of relative performance US equities performed … [Read More...]

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Millikan Sector BPI Portfolio Review: 6 February 2024

February 6, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning.  Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs.  The three ETFs of interest are:  VTI, VOO, and ESGV.  I've not … [Read more]

Kepler Sector BPI Portfolio Review: 5 February 2024

February 5, 2024 By Lowell Herr

Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA.  As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the … [Read more]

Rutherford Portfolio Review (Tranche 4): 2 February 2024

February 5, 2024 By hedgehunter

It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week's close: This placed US equities near the top of the list of major asset … [Read more]

Bullish Percent Indicators: 2 February 2024

February 2, 2024 By Lowell Herr

U.S. Equities ended the week on a strong note.  Is this reflected in the Bullish Percent Indicators?  Did any sectors drop into the oversold zone?  Follow the tables below for answers to these questions. If you are blocked from reading this blog, … [Read more]

Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are "no-brain" portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of … [Read more]

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style portfolio that Schwab calls their Intelligent … [Read more]

Franklin Sector BPI Portfolio Review: 31 January 2024

January 31, 2024 By Lowell Herr

Next month ITA will celebrate its 16th birthday.  To hold down the cost of operating this free blog I delete old posts in order to control storage space.  This is why blogs going back more than 10 years are no longer available.  Here is one of the … [Read more]

Pauling Sector BPI Portfolio Review: 30 January 2024

January 30, 2024 By Lowell Herr

Pauling is the portfolio up for review today.  Pauling joined the Sector BPI investing model last October.  Readers can see how well this model worked over the past four months in the fifth screenshot below.  Four months is a very short time in the … [Read more]

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Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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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