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 Sector BPI

Franklin Sector BPI Portfolio Review: 14 April 2026

April 14, 2026 By Lowell Herr 1 Comment

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be an effective investing model. The basic idea behind the Sector BPI […]

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

McClintock Sector BPI Portfolio Update: 8 April 2026

April 8, 2026 By Lowell Herr 2 Comments

McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022.  In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the different sectors performed since 11/01/2023. McClintock Sector ETF […]

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

Carson Sector BPI Portfolio Review: 25 March 2026

March 25, 2026 By Lowell Herr 2 Comments

Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years.  We are beginning to build a historical base for this investing model.  Four sectors are currently residing in the oversold zone while two others are very close to the Buy zone.  Investors following this model are recommended to purchase shares of […]

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

McClintock Sector BPI Portfolio Review: 13 March 2026

March 13, 2026 By Lowell Herr 3 Comments

McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months.  In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the youngest ITA portfolio.  The Sector BPI investing model began as […]

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

Carson Portfolio Review: 26 February 2026

February 26, 2026 By Lowell Herr Leave a Comment

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI model will soon see. No changes are […]

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

McClintock Sector BPI Portfolio Review: 10 February 2026

February 10, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT.  Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when recommended for inclusion in the portfolio.  Keep […]

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

Carson Sector BPI Portfolio Review: 26 January 2026

January 26, 2026 By Lowell Herr Leave a Comment

Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios.  Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing Stop Loss Order (TSLO) was struck when the market dipped a […]

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

McClintock Sector BPI Portfolio Update: 16 January 2026

January 16, 2026 By Lowell Herr 1 Comment

We end an active week of portfolio reviews with an update of the McClintock.  McClintock is one of the youngest Sector BPI portfolios with a 2-year history.  Thus far the Sector BPI investing model is showing itself to be a very workable investing model.  None of the Sector BPI portfolios went through the 2022 draw-down […]

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

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • …
  • 31
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026
  • Einstein Portfolio Update: 14 July 2026 July 14, 2026
  • Pauling Portfolio Update: 13 July 2026 July 13, 2026
  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 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
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • Gauss Portfolio Review: 29 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Financial Repression: Part IV

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.

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

  • Schrodinger Portfolio Review: 11 June 2026
  • Rutherford-Darwin Portfolio Review: 22 August 2025
  • Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
  • Kepler Portfolio Review: 23 January 2026
  • Copernicus Equity Only Portfolio Update: 1 July 2024
  • Bullish Percent Indicators: 17 February 2023
  • Forum: How To Use It Efficiently
  • Bethe Asset Allocation Portfolio Review: 5 January 2026
  • Millikan Sector BPI Portfolio Review: 17 May 2023
  • The Feynman Study: Part 6-4
  • Bohr Portfolio Review: 7 July 2026

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.