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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 Portfolio Review: 7 March 2023

Bohr is an income/growth portfolio of which there are two.  The other portfolio following this model is the Bethe portfolio.  As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per year. When a retiree needs income there is always a difficult decision to make.  Should I set up a portfolio to generate income or should I focus on growth … [Read More...]

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Bullish Percent Indicators: 19 May 2023

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Weeks go by before the Bullish Percent Indicator (BPI) data tables indicate new useful information.  This is most likely one of those weeks unless one already holds Technology in the portfolio.  More on this later. For new readers, we use BPI to … [Read more]

Gauss Sector BPI Portfolio Review: 17 May 2023

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Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt.  While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I'll explain a few minor changes … [Read more]

Kepler Review: 16 May 2023

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Kepler is one of two Relative Strength portfolio tracked here at ITA.  The other is the Einstein.  Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk.  In this analysis I'll walk … [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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