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You are here: Home / Archives for Sector BPI

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 older posts for the Franklin, the portfolio up […]

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

Einstein Portfolio Review: 29 January 2024

January 29, 2024 By Lowell Herr

Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for purchase so now is a good time to add these two additional securities to the investment quiver. […]

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

Bohr Sector BPI Portfolio Review: 25 January 2024

January 26, 2024 By Lowell Herr

Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest.  If I do not see a Guest registration I am unable to elevate the user to the Platinum level so they can read all the […]

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

Huygens Sector BPI Portfolio Review: 22 January 2024

January 22, 2024 By Lowell Herr

Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December.  The Huygens is one such Sector BPI portfolio.  Another reason for paying special attention to the Sector BPI portfolios is that many are carrying excess cash due to TSLOs being struck when the market […]

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

Millikan Sector BPI Portfolio Review: 18 January 2024

January 18, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV.  Some investors might want to broaden the equity options to include developed international equities (VEA) and emerging market […]

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

Gauss Sector BPI Portfolio Review: 17 January 2024

January 17, 2024 By Lowell Herr

Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone.  Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or fewer stocks within a sector are bullish.  To learn more about BPI data, go to […]

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

Carson Portfolio Review: 15 January 2024

January 15, 2024 By Lowell Herr

Since my recent Seeking Alpha article there has been increased interest in the ITA blog.  This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model.  In addition, the U.S. stock market is closed today in celebration of Martin Luther King […]

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

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  • McClintock Sector BPI Update: 26 August 2026 August 26, 2026
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Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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