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Recent Blog Entry

Darwin 2026 Portfolio Review: 10 July 2026

US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [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

Buffett Indicator & Shiller PE Ratio

Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs.  Erratic administration behavior only exacerbates an overbought market. Yesterday I ran across this YouTube … [Read More...]

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Bullish Percent Indicators: 17 November 2023

November 17, 2023 By Lowell Herr

Pay close attention to the following tables as there are a few new wrinkles spawned by comments placed in the last BPI blog post.  As for recommendations that will impact the Sector BPI Plus portfolios - no changes.  No activity is planned for the … [Read more]

Franklin Sector BPI Portfolio Review: 17 November 2023

November 17, 2023 By Lowell Herr

As we review the Franklin, Technology remains the only overbought sector.  With a rather flat market this morning it seems unlikely we will see any other sectors rise to the overbought level when the BPI spreadsheet is updated tomorrow.  This is a … [Read more]

Gauss Portfolio Review: 16 November 2023

November 16, 2023 By Lowell Herr

Gauss is a relatively newcomer to the Sector BPI investing model.  It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone.  … [Read more]

Copernicus Portfolio Update: 14 November 2023

November 14, 2023 By Lowell Herr

From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers.  In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today.  Copernicus is the portfolio I highly … [Read more]

Kepler Sector BPI Portfolio Update: 13 November 2023

November 13, 2023 By Lowell Herr

During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model.  Kepler is one such example and I'm not quite there as Materials (VAW) is only half filled based on … [Read more]

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By hedgehunter

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week's close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD … [Read more]

Bullish Percent Indicators: 10 November 2023

November 11, 2023 By Lowell Herr

Based on Bullish Percent Indicator data the broad U.S. Equities market improved slightly this week.  All the broad indexes increased slightly with exception of the Dow Jones Transportation Average (DJTA) which remained even.  In general, the sectors … [Read more]

Millikan Sector BPI Portfolio Review: 10 November 2023

November 10, 2023 By Lowell Herr

Millikan is another modest size Sector BPI portfolio.  We are still working with two oversold sectors, identified later in this blog post.  No changes are planned as the Millikan is fully populated. … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
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  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
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  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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