ITA Wealth Management

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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

Rutherford Portfolio Review (Tranche 3): 4 October 2024

It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level: Relative to other major asset classes, US equities fared reasonably well: although Commodities was the clear winner, likely due to tensions in the Middle East and potential supply chain issues created by a … [Read More...]

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Einstein Portfolio Review: 6 September 2023

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Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor.  As readers will see in a moment, no securities are in "full bloom" at the moment.  Several are in Hold mode.  No Buy options are … [Read more]

Franklin Portfolio Review: 5 September 2023

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Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data.  At this time no sectors are listed in the oversold zone and we already … [Read more]

Copernicus Portfolio Review: 4 September 2023

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With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required.  As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as … [Read more]

Darwin Portfolio Review: 1 September 2023

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The Darwin Portfolio is one of my portfolios that I don't normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per … [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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