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Recent Blog Entry

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

Rutherford-Darwin Portfolio Review: 25 April 2025

It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week's close: … [Read More...]

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Millikan Sector BPI Portfolio Review: 18 October 2023

October 19, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model.  With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day … [Read more]

Franklin Sector BPI Portfolio Review: 18 October 2023

October 18, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio scheduled for review this morning.  A number of months ago this portfolio was a "laggard."  Improvement began when this portfolio was moved to the Sector BPI Plus investing model.  Follow the analysis below for … [Read more]

Copernicus Portfolio Review: 17 October 2023

October 17, 2023 By Lowell Herr

Copernicus is the portfolio up for review this morning.  If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus.  Save, invest in U.S. Equities and forget.  Ride out … [Read more]

Carson Sector BPI Portfolio Update: 16 October 2023

October 16, 2023 By Lowell Herr

The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog.  The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500.  … [Read more]

Rutherford Portfolio Review (Tranche 4): 13 October 2023

October 15, 2023 By hedgehunter

The week started with a continuation of the recovery bounce that we saw at the end of last week - but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% higher than last … [Read more]

Bohr Sector BPI Portfolio Review: 13 October 2023

October 15, 2023 By Lowell Herr

Bohr is currently classified as a Sector BPI Plus portfolio, but it is still in transition from a Growth and Income portfolio.  This portfolio continues to hold a number of Closed-End-Funds (CEFs).  Now that the third quarter dividends are in I'll be … [Read more]

McClintock Portfolio Review: 13 October 2023

October 14, 2023 By Lowell Herr

McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver.  The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds.  The Kipling … [Read more]

Bullish Percent Indicators: 13 October 2023

October 14, 2023 By Lowell Herr

Based on Bullish Percent Indicator data this past week was a good week for U.S. Equities.  I would not classify it as excellent, but at least there were positive moves in all the major indexes and one sector (Materials) moved out of the oversold … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

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.

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

  • Rutherford Portfolio Review (Tranche 4): 19 May 2023
  • Copernicus Portfolio Review: 4 December 2024
  • Dirac 2026 Portfolio Review: 21 January 2026
  • Darwin Portfolio Review: 21 November 2025
  • Pauling Sector BPI Portfolio Review: 5 March 2024
  • Millikan Sector BPI Portfolio Review: 29 November 2024
  • Einstein Asset Allocation Portfolio Review: 2 April 2025
  • Gauss Portfolio Review: 14 January 2026
  • Franklin Portfolio Review: 23 February 2023
  • Gordon Equation Revisited: A Time To Be Cautious
  • Portfolio Performance: 22 December 2022

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