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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

Bethe Asset Allocation Portfolio Review: 25 February 2025

Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance.  Asset classes that are far above their target percentages are for sale while lower volatility asset classes such as BND, BNDX, and SHV are the dividend paying ETFs I am building up toward their target percentages. Bethe Asset Allocation Portfolio Below is the latest … [Read More...]

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McClintock Portfolio Review: 22 September 2023

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ITA Wealth Management blog has been "semi-dead" for a number of days as I've been on a road trip.  Now that I am back, prepare for an unusual number of portfolio reviews in a relative short period of time.  The update of the McClintock is the first.  … [Read more]

Bullish Percent Indicators: 15 September 2023

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While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios.  This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved … [Read more]

Franklin Portfolio Review: 13 September 2023

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Franklin is the Sector BPI Plus portfolio up for review this morning.  No changes are anticipated as the three sectors calling for a Buy are already filled.  Utilities (VPU) is actually over-subscribed.  Cash is limited and I'll explain what I am … [Read more]

Copernicus Portfolio Review: 12 September 2023

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The philosophy behind the Copernicus is two fold.  1) Simplicity of implementation.  2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing.  All … [Read more]

Gauss Portfolio Review: 11 September 2023

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Action is required for not only the Gauss portfolio, but the other Sector BPI Plus portfolios as three sectors are flashing Buy signals.  Those three sectors are:  Consumer Discretionary (VDC), Health (VHT), and Utilities (VPU).  Utilities was … [Read more]

Bullish Percent Indicators: 8 September 2023

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It did not require much intuition this week to determine the direction of the major indexes and sectors of the U.S. equities market.  However, a few surprises and opportunities show up within the sectors and action will need to be taken on Monday for … [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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