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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

Dirac 2026 Portfolio Review: 2 April 2026

This week saw a lot of volatility in the US Equity Markets, so let's take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB - Materials), XLE (Energy), XLI (Industrials), XLP (Consumer Staples) and XLV (Health Care) and one Mean Reversion Buy recommendation for XLF … [Read More...]

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Franklin Sector BPI Portfolio Review: 2 October 2023

October 2, 2023 By Lowell Herr

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government … [Read more]

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?

October 1, 2023 By hedgehunter

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk … [Read more]

Rutherford Portfolio Review (Tranche 2): 29 September 2023

September 30, 2023 By hedgehunter

Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that … [Read more]

Bullish Percent Indicators: 29 September 2023

September 30, 2023 By Lowell Herr

There are no surprises this week in the world of Bullish Percent Indicators.  With the U.S. Government about to "close" investors need to be prepared for a rocky October.  Sane minds will eventually prevail, but until voters penalize childish … [Read more]

Pauling Portfolio Review: 29 September 2023

September 29, 2023 By Lowell Herr

Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs.  What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell … [Read more]

Huygens Portfolio Review: 29 September 2023

September 29, 2023 By Lowell Herr

Huygens is the portfolio up for review this morning.  If you checked the performance data published yesterday you will see that Huygens is one two portfolios not yet updated in September.  The other is the Pauling and I will be working on it later … [Read more]

Portfolio Performance Data: 28 September 2023

September 28, 2023 By Lowell Herr

Rather than wait for the third quarter to end and all dividends recorded, I decided to post this portfolio performance data table as there is new information contained in the following.  Readers, particularly those new to ITA, need to understand how … [Read more]

Bethe Portfolio Review: 28 September 2023

September 28, 2023 By Lowell Herr

As the third quarter comes to a close I am updating a few portfolios before 33 calendar days expire so as to record September data for all the risk ratios.  Bethe, Huygens, and Pauling are the three remaining portfolios that need to be updated.  … [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

  • Bullish Percent Indicators: 9 August 2024
  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Gauss Portfolio Review: 31 January 2023
  • Huygens Portfolio Review: 18 April 2023
  • Schrodinger Portfolio Review: 11 January 2023
  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Schrodinger Portfolio Review: 28 August 2023
  • Bullish Percent Indicators: 12 May 2023
  • Bullish Percent Indicators: 21 November 2025
  • Franklin Sector BPI Portfolio Review: 20 August 2024
  • Dirac Portfolio Review: 18 July 2025

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