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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 2): 5 July 2024

Another bullish week in US Equity markets and another week with new all-time highs - the momentum continues: We finally broke through the ~5500 level in the SPX (S&P 5oo Index) that also corresponded to a ~50% extension of the prior (Nov 2023 - April 2024) bullish move from the lows of the mid-April pullback. It is always difficult to predict/project where trends might end but the next … [Read More...]

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Bohr Portfolio Update: 3 July 2023

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Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the … [Read more]

Schrodinger Portfolio Update: 3 July 2023

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The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as it … [Read more]

Sector BPI Update: 30 June 2023

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This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA.  Publishing only IRR data, while truthful, can be misleading when securities are held … [Read more]

Bullish Percent Indicators: 30 June 2023

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We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish.  The "Misery Index" stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New signals are … [Read more]

Franklin Portfolio Review: 30 June 2023

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As one of four Sector BPI portfolios, the Franklin continues to benefit from the sector investing model.  Those benefits, while early in the hypothesis phase, are beginning to show promise as we can see from this data.  Since the last review or … [Read more]

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