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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

Recession: Will Equities Drop In The Next 18 Months?

There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession - or worse.  In fact, I have been hinting at the coming market draw-down for months. The blog contains three links to what I am talking about.  In an earlier post I provided … [Read More...]

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Copernicus Portfolio Review: 7 June 2023

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Portfolios fall into two major categories, actively managed or passively managed.  The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities.  Only add or purchase Exchanged Traded Funds (ETFs) and only sell in … [Read more]

Huygens Income Portfolio Review: 5 June 2023

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Over the next few months watch for possible changes in how the Huygens is managed.  I'm less than impressed with the income approach, particularly as there are signs U.S. Equities may be ready for a positive run.  This particular portfolio is housed … [Read more]

Darwin Portfolio Review: 2 June 2023

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The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]

Hawking Portfolio Review: 2 June 2023

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The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings … [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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