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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

Huygens Asset Allocation Portfolio Review: 19 July 2024

Back in April I moved the Huygens over to an Asset Allocation management style.  Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions.  This will reduce taxes in taxable accounts. Huygens is currently overloaded with VTI and VOO.  I'm reluctant to sell these shares so as to bring other assets into balance.  More on this … [Read More...]

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Pauling Portfolio Review: 24 July 2023

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Pauling is the portfolio scheduled for an update this morning.  Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model.  Yes, there is plenty of overlap among the equity offerings so the … [Read more]

Franklin Portfolio Review: 21 July 2023

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Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day.  Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning.  When I last … [Read more]

Bullish Percent Indicators: 21 July 2023

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While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100.  There were also a few changes in sectors of the market and I'll get into that in a moment.  Overall, the … [Read more]

Bohr Portfolio Review: 21 July 2023

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Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I'm shifting toward a growth oriented portfolio.  The goal is to move the return performance closer to that achieved by the Copernicus and … [Read more]

Millikan Sector BPI Update: 20 July 2023

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Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio.  As a relatively new investing model the Sector BPI approach is still operating under the microscope.  Consider … [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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