Sector BPI | ITA Wealth Management

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 […]

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a Buy. Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is […]

Gauss Sector BPI Portfolio Review: 8 May 2023

May 8, 2023 By Lowell Herr

Before delving into the Gauss review I need to inform readers that downloading data into the Kipling is incomplete. ETF descriptions are missing as is dividend yield percentages. If your Kipling SS is not filling in all the data, you are not along. I’m not sure when this problem began last Friday. I assumed Yahoo […]

Millikan Sector BPI Portfolio Review: 27 April 2023

April 27, 2023 By Lowell Herr

Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning. With available cash, boost VOX up to 20% of the portfolio if possible. The ETF certainly made a nice gain today so any shares purchased yesterday added alpha to portfolios holding VOX.