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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

Einstein Sector BPI Portfolio Review: 19 March 2024

"Realistic market expectations are important to investment planning." - Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning.  Before moving into the analysis there are a few comments I need to make about this portfolio.  The Einstein carries more cash than is customary as the owner faces educational expenses later this year. ESGV has a 3% TSLO in place to sell all … [Read More...]

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Gauss Portfolio Review: 10 October 2023

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Gauss is one of six Sector BPI Plus portfolios managed here at ITA.  Recent additions to this investing model are:  Bohr and Bethe.  Since the beginning of this year the Gauss reversed the Jensen trend from negative to positive and it continues to … [Read more]

Schrodinger Portfolio Update: 6 October 2023

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Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced.  Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred.  There are a number changes and one would … [Read more]

Einstein Portfolio Review: 6 October 2023

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The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA.  There are some differences in the settings of the different portfolios which influence decisions.  For example, with the Einstein I am taking the long view in … [Read more]

Pauling Portfolio Review: 5 October 2023

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Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA.  Last spring or summer I altered the investing model.  To see if the change is having an impact on the return/risk ratio, … [Read more]

Bethe Portfolio Review: 4 October 2023

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Bethe is a relative new Sector BPI Plus portfolio.  Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds.  Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest … [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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