Sector BPI | ITA Wealth Management

Gauss Sector BPI Portfolio Review: 31 May 2023

May 31, 2023 By Lowell Herr

Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned in prior Sector BPI portfolio reviews, I’ve tweaked […]

Tweaking Carson Sector BPI Portfolio: 29 May 2023

May 29, 2023 By Lowell Herr

As mentioned in the most recent blog post, I’m tweaking the Sector BPI Plus investing model ever so slightly. If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options. As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. […]

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio I’m examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses a question of what to do if the Kipling were to fail […]

Gauss Sector BPI Portfolio Review: 25 May 2023

May 26, 2023 By Lowell Herr

Gauss portfolio, one of four Sector BPI accounts, is up for review this morning. The primary reason for this update is due to the Real Estate sector moving into the Buy zone. Based on yesterday’s data, Real Estate dipped further into the Buy zone as only 26% of the stocks are bullish. How many shares […]

Carson Sector BPI Portfolio Review: 22 May 2023

May 22, 2023 By Lowell Herr

Carson, one of four Sector BPI Plus portfolios, is the account up for review this Monday morning. After correcting for the Telecom/Communications BPI error, no sectors are recommended for purchase. Sector BPI managers are most likely holding shares of Utilities (VPU) as it moved into the Sell zone several weeks ago. Technology is also a […]

Tweaking Sector BPI Plus Model: 20 May 2023

May 20, 2023 By Lowell Herr

Second to the Copernicus investing model, the Sector BPI Plus model ranks highest based on performance or Internal Rate of Return (IRR). When last reported, the Carson carried the least amount of risk and the other Sector BPI portfolios were not far behind. With such strong performance, why mess with a good thing? The minor […]

Millikan Sector BPI Portfolio Review: 17 May 2023

May 17, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio in review as I’m working my way though all the portfolios before the first of June. In these latest updates I’m attempting to set each portfolio up to weather the possibility of a default on the national debt.

Testing the Sector BPI Investing Model: Carson Update – 15 May 2023

May 15, 2023 By Lowell Herr

Carson is one of four Sector BPI Plus portfolios and is the oldest among this management style. Each review we add a bit more historical data to this unique management model. In the following analysis I attempt to explain clearly how the Sector BPI model works. If there are any questions or comments, drop them […]