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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

Einstein Sector BPI Portfolio Review: 29 December 2023

Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model.  With only two months of data we need to check on trends rather than absolute performance numbers.  By this time next year we will have a much better idea as to the viability of the Sector BPI model. This may be the last portfolio review for 2023.  Later this morning I may update … [Read More...]

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Huygens Portfolio Review: 17 July 2023

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In the process of reviewing the Huygens there are a few significant items to bring to readers attention.  I'm gradually shifting the income model over to a growth model.  This may take a few months as I don't want to sell off the CEFs at a … [Read more]

Bullish Percent Indicators: 14 July 2023

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Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data.  Looking at the index information we see a U.S. stock market driven by large-cap stocks.  Small- and mid-cap stocks are … [Read more]

Bethe Portfolio Update: 13 July 2023

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In addition to updating the Bethe portfolio, this account is undergoing significant changes.  Simplification of the holdings is coming with the hopes of reducing portfolio churning while increasing the return/risk ratio.  Numerous limit orders are in … [Read more]

Pauling Portfolio Review: 12 July 2023

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While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention.  This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios.  That is another reason to … [Read more]

Copernicus Portfolio Review: 11 July 2023

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Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends.  Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income … [Read more]

Kepler Portfolio Review: 10 July 2023

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Kepler is the portfolio up for review this morning.  Committed readers of this blog likely noticed that over the past several months I've been simplifying most of the portfolios.  When the last performance table was posted three portfolio investment … [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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