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 McClintock Portfolio

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

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

McClintock Sector BPI Portfolio Review: 25 June 2024

June 26, 2024 By Lowell Herr

McClintock is the Sector BPI portfolio up for review this morning.  As you will recall, Materials was down to 37.9% bullish or in the area where daily attention is required.  I checked this morning and there has been no change in the percent of bullish Materials stocks.  It continues at 37.9% bullish. Now that we […]

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

McClintock Sector BPI Portfolio Review: 23 May 2024

May 24, 2024 By Lowell Herr

One of the younger Sector BPI portfolios is the McClintock.  In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current values.  For most of this short period we have been in […]

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

McClintock Sector BPI Portfolio Review: 3 May 2024

May 3, 2024 By Lowell Herr

McClintock is one of several Sector BPI portfolios managed here at ITA.  I described how I plan to handle these portfolios through the end of this year in the blog I posted yesterday.  Follow along as I move through the analysis steps in this McClintock review.

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

McClintock Sector BPI Portfolio Review: 2 April 2024

April 2, 2024 By Lowell Herr

After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios.  McClintock is the portfolio scheduled for review this morning.  Based on Bullish Percent Indicator (BPI) data from last week, no buy or […]

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

McClintock Sector BPI Portfolio Review: 20 February 2024

February 20, 2024 By Lowell Herr

McClintock is the portfolio up for review this morning.  Last week the utilities sector briefly dipped into the oversold zone and the McClintock was one portfolio fortunate to pick up sufficient shares of VPU to meet the 9.5% recommendation. The market appears to be taking a pause and as such I’ve been placing TSLOs under […]

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

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin A. Hassett, published on October 1, 1999.  Many investors, […]

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

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Pauling Portfolio Review: 7 August 2026 August 7, 2026
  • Franklin Portfolio Update: 6 August 2026 August 6, 2026
  • Bethe Portfolio Update: 5 August 2026 August 5, 2026
  • Schrodinger Portfolio Update: 4 August 2026 August 4, 2026
  • Dirac 2026 Portfolio Review: 31 July 2026 August 3, 2026
  • Bohr Portfolio Review: 3 August 2026 August 3, 2026
  • Darwin 2026 Portfolio Review: 31 July 2026 August 2, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bohr Portfolio Review: 7 July 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression Portfolio from ChatGPT

General Investment News

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

  • Bohr Portfolio Review: 30 January 2023
  • Relative Portfolio Performance Data: 12 January 2024
  • Debunking Dividend Fallacies
  • The One Page “Investment Book”
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Carson Sector BPI Portfolio Update: 16 October 2023
  • Darwin 2026 Portfolio Review: 17 April 2026
  • The Feynman Study: Part 6-4
  • Beginning to Advanced Investors: 4 December 2021
  • Schrodinger Portfolio Review: 22 July 2025

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.