ITA Wealth Management

You are here: Home / Archives for 2026

Archives for 2026

Franklin Portfolio Update: 6 August 2026

By Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

Bethe Portfolio Update: 5 August 2026

By Leave a Comment

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]

Dirac 2026 Portfolio Review: 31 July 2026

By Leave a Comment

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the […]

Popular Posts

General Investment News

Portfolios coming up for review.  Huygens, 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.

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