ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Portfolio Management / Sector BPI

McClintock Sector BPI Portfolio Review: 6 August 2024

August 6, 2024 By Lowell Herr

If you follow the Comments you were notified that Discretionary, Energy, and Technology dipped into the oversold zone.  As a result, I picked up ETFs of VCR, VDE, and VGT yesterday for the McClintock portfolio.  How well did the McClintock negotiate the recent draw-down?  Are we headed into a recession and what is the FED […]

Filed Under: McClintock Portfolio, Sector BPI Tagged With: McClintock Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this model a real test.  The most recent draw-down moved three […]

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Millikan Sector BPI Portfolio Review: 13 August 2024

August 13, 2024 By Lowell Herr

Millikan is one of five portfolios employing the unique Sector BPI investing model.  Bullish Percent Indicator charting is not what one might call “main stream” investment tracking.  It is a different way of monitoring security performance.  The Sector BPI investing model breaks the U. S. Equities market down into eleven sectors.  Each week I check […]

Filed Under: Millikan Portfolio, Portfolio Management, Sector BPI Tagged With: Millikan Portfolio

Franklin Sector BPI Portfolio Review: 20 August 2024

August 20, 2024 By Lowell Herr

Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance.  The two sectors in the overbought zone are Utilities and Real Estate.  I don’t hold securities in either sector so no changes are required at […]

Filed Under: Franklin Portfolio, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 29 August 2024

August 28, 2024 By Lowell Herr

The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time ago that Technology dipped into the oversold zone […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 4 September 2024

September 4, 2024 By Lowell Herr

This morning the Sector BPI Gauss portfolio is up for review.  As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent.  Energy was very close when last checked so I have a limit order in place for VDE with a price well below the current price. While the […]

Filed Under: Gauss Portfolio, Portfolio Management, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Millikan Sector BPI Portfolio Review: 6 September 2024

September 6, 2024 By Lowell Herr

Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are already in place from recommendations that have been in place for several weeks. […]

Filed Under: Millikan Portfolio, Portfolio Management, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

McClintock Sector BPI Portfolio Review: 9 September 2024

September 9, 2024 By Lowell Herr

Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data.  If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until further notice. And now for the update of this small […]

Filed Under: McClintock Portfolio, Sector BPI Tagged With: McClintock Portfolio, Sector BPI

  • « Previous Page
  • 1
  • …
  • 30
  • 31
  • 32
  • 33
  • 34
  • …
  • 43
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Questions To Ask Before You Hire A Professional Money Manager August 25, 2013
  • Occam’s Razor and Investing August 26, 2013
  • The Feynman Study September 3, 2013
  • The Feynman Study: Part 1 September 5, 2013
  • The Feynman Study: Part 2 September 6, 2013
  • The Feynman Study: Part 3 September 7, 2013
  • The Feynman Study: Part 4 September 8, 2013

Recent Comments

  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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

  • Questions To Ask Before You Hire A Professional Money Manager
  • Occam’s Razor and Investing
  • The Feynman Study
  • The Feynman Study: Part 1
  • The Feynman Study: Part 2
  • The Feynman Study: Part 3
  • The Feynman Study: Part 4
  • The Feynman Study: Part 4 (Continued)
  • The Feynman Study: Part 5
  • The Feynman Study: Part 6-1
  • The Feynman Study: Part 6-2

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.