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Franklin Sector BPI Portfolio Update: 10 July 2026

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum.  Check the Forum on a regular bases for up-to-date information. No … [Read More...]

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Portfolio Management

Pauling Asset Allocation Portfolio Review: 10 September 2024

Reviewing or updating asset allocation portfolios such as the Pauling is always interesting as there are generally a few small tweaks required.  If something need attention it is due to new cash deposits, dividends of some significance were declared, or prices among the different asset classes changed.  Nearly every month there is activity among these three variables, particularly at the end of a … [Read More...]

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Schrodinger Portfolio Update: 1 November 2023

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  Early November is a good time to update the Schrodinger, a computer managed portfolio.  Since the last review Schwab, the broker that manages this portfolio, made a number of changes.  More than a few were likely driven by tax harvesting. … [Read more]

Bullish Percent Indicators: 27 October 2023

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Based on Bullish Percent Indicator data, we are in a bear market.  This despite a GDP growth rate of 4.9% in the third quarter.  Those of you managing a portfolio using the Sector BPI Plus model will find many opportunities this week as eight of the … [Read more]

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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.

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