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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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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Bohr Portfolio Review: 19 July 2024

Over the next few months the Bohr will follow the management style of the Huygens and Pauling portfolios.  There will be slight differences in the percentage allocated to different asset classes, but the asset allocation model will be followed. The owner of the Bohr will need a significant percentage of this portfolio over the next six to eight months and that is the reason for holding so much … [Read More...]

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Copernicus Portfolio Update: 25 October 2023

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Of all the portfolios tracked here on the ITA blog, Copernicus is the easiest to manage, next to the Schrodinger.  With the Schrodinger I do nothing except track the results as that portfolio is managed by a computer algorithm at Schwab.  The … [Read more]

Bethe Portfolio Review: 24 October 2023

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A Bullish Percent Indicator (BPI) check this morning revealed two more sectors joined the oversold group.  They are:  Health and Industrial with Technology (VGT) rapping on the door to be let into the oversold group.  If Technology is included we … [Read more]

Huygens Portfolio Review: 23 October 2023

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Huygens is another portfolio in transition to the Sector BPI model.  The plan is to have all these moves well in the process by November 1.  The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in … [Read more]

Pauling In Transition: 23 October 2023

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The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month.  This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity … [Read more]

Kepler Portfolio Transition: 21 October 2023

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  As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model.  I've simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end … [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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