ITA Wealth Management

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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

Bohr Sector BPI Portfolio Review: 25 January 2024

Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest.  If I do not see a Guest registration I am unable to elevate the user to the Platinum level so they can read all the blog posts.  If you are unable to read protected blogs then you have not registered correctly.  Please try again … [Read More...]

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Kepler Portfolio Review: 15 June 2023

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Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment.  I'm reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken.  The … [Read more]

Kepler Portfolio Review: 12 June 2023

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Kepler is one of the few portfolios scheduled for review this week.  When a portfolio ranks at the bottom of the list when it comes to the return/risk ratio, it is time to make a change.  Readers will see the investment quiver shrink to a few basic … [Read more]

Bullish Percent Indicators: 9 June 2023

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Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes.  As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index … [Read more]

Pay Attention to Fees: 8 June 2023

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While I've written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an "endowment" on the doorstep of an active manager.  A few readers will remember load funds where the cost to gain access to a … [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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