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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

Sector BPI Millikan Portfolio Update: 14 June 2024

If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California.  Now back from that trip, expect to see quite a bit of action as I update a number of portfolios.  Fortunately for the sector portfolios no sectors dropped into the oversold zone while I was absent.  Thus no new purchase recommendations showed up over … [Read More...]

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Pauling Portfolio Review: 24 August 2023

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From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected.  Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high … [Read more]

Millikan Portfolio Review: 23 August 2023

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Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More time and history is needed to … [Read more]

Kepler Portfolio Review: 22 August 2023

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Carson was the portfolio up for review this morning, but the owner withdrew cash and I don't want to review the portfolio until that transaction is complete.  Therefore, I am moving the Kepler up one day for this update.  The market opened mixed this … [Read more]

Bullish Percent Indicators: 18 August 2023

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The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More on this later. This … [Read more]

Bohr Portfolio Review: 16 August 2023

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Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model.  It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price.  Should any of the … [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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