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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

Carson Sector BPI Portfolio Update: 17 April 2024

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as is currently the situation. … [Read More...]

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Gauss Portfolio Review: 10 October 2023

October 10, 2023 By Lowell Herr

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]

Rutherford Portfolio Review (Tranche 3): 6 October 2023

October 8, 2023 By hedgehunter

We started the week with a continuation of the recent bearish trend and a test of the 4200 support level in the SPX, but Friday's strong bounce led to a ~0.25% higher close from last week's close.: However we are now re-testing the 4300 level - at … [Read more]

Bullish Percent Indicator Data: 6 October 2023

October 7, 2023 By Lowell Herr

Based on Bullish Percent Indicator (BPI) data we still seem mired in the "Dog Days of Summer."  The BPI graphs would look even worse if it were not for the strong day on Friday.  As readers will see in a moment, the Friday rebound was confined … [Read more]

Schrodinger Portfolio Update: 6 October 2023

October 6, 2023 By Lowell Herr

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

October 6, 2023 By Lowell Herr

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

October 5, 2023 By Lowell Herr

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

October 4, 2023 By Lowell Herr

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]

Carson Sector BPI Portfolio Update: 3 October 2023

October 3, 2023 By Lowell Herr

Carson is the Sector BPI Plus portfolio up for review this morning.  Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ.  There is insufficient cash to build VNQ up to the recommended 9.7% level so I … [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

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  • Kahneman-Tversky Portfolio Review: 9 August, 2024
  • Bullish Percent Indicators: 8 December 2023
  • Bullish Percent Indicators: 23 August 2024
  • Bethe Portfolio Review: 2 October 2025
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • Huygens Asset Allocation Portfolio Review: 21 February 2025
  • Rutherford Portfolio Review (Tranche 2): 31 March 2023
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Bullish Percent Indicators: 15 September 2023
  • Five Habits of People In Debt

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