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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

Millikan Portfolio Review: 9 April 2026

Millikan is another Asset Allocation portfolio that is set up to resist a possible recession.  The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs.  I am not holding bonds in the Millikan as it is less important considering the emphasis on dividend … [Read More...]

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Carson Sector BPI Portfolio Review: 7 August 2023

August 7, 2023 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning and it is due for an update as cash is available for reinvesting.  The Carson continues to hold three sector ETFs and two of the three are working on TSLOs.  Based on the latest BPI data … [Read more]

Hawking Portfolio Review: 4 August 2023

August 6, 2023 By hedgehunter

The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]

Darwin Portfolio Review: 4 August 2023

August 6, 2023 By hedgehunter

The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]

Kahneman-Tversky Portfolio Review: 4 August, 2023

August 6, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here's where the portfolio is sitting at present: Checking the slower moving Kahneman portion of … [Read more]

Bullish Percent Indicators:

August 5, 2023 By Lowell Herr

August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad market action and use the … [Read more]

Rutherford Portfolio Review (Tranche 2): 4 August 2023

August 5, 2023 By hedgehunter

This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback may be - will we just maybe pullback to the … [Read more]

Bethe Portfolio Review: 4 August 2023

August 4, 2023 By Lowell Herr

Bethe is the portfolio scheduled for review this 4th day of August.  Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model.  The primary reason … [Read more]

Gauss Sector BPI Portfolio Review: 3 August 2023

August 3, 2023 By Lowell Herr

Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed.  There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place.  Gauss has cash … [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

  • Franklin Sector BPI Portfolio Review: 17 November 2023
  • Rutherford-Darwin Portfolio Review: 5 September 2025
  • Carson Portfolio Update: 10 April 2025
  • Gauss Portfolio Review: 4 March 2023
  • Franklin Sector BPI Portfolio Review: 16 January 2024
  • Millikan Portfolio Review: 3 October 2025
  • Huygens Portfolio Review: 29 September 2023
  • The Feynman Study: Part 6-5
  • Einstein Portfolio Review: 24 April 2023
  • Rutherford Portfolio Review (Tranche 4): 13 October 2023
  • Kepler Portfolio Review: 22 July 2022

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