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Recent Blog Entry

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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ITA Membership

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

Financial Repression Portfolio: Part V

Over the last few days I've concentrated on what impact Financial Repression is likely to have on portfolios invested in the U.S. Equities and Bond markets.  The outlook over the next decade is highly unlikely to continue the long bull market experienced since August of 1982.  Yes, there were major hiccups along the way such as the tech bubble in the early 2000s, the melt down of 2008 and Covid-19 … [Read More...]

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Rutherford Portfolio Review (Tranche 4): 19 May 2023

May 20, 2023 By hedgehunter

US equities showed strong performance over the past week - particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 … [Read more]

Bullish Percent Indicators: 19 May 2023

May 20, 2023 By Lowell Herr

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]

Huygens Income Portfolio Reviewed: 19 May 2023

May 19, 2023 By Lowell Herr

Huygens is the income oriented portfolio up for review this morning.  Since dividends play such an important role in this style portfolio, it is best to use this approach with tax deferred accounts. … [Read more]

Pauling Dual Momentum Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr

In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage.  Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns.  Is the model weak or are lack … [Read more]

Copernicus Buy & Hold Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr

Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site.  Diversification comes from holding hundreds of companies in the United States.  If one prefers to further diversify this portfolio one would add International … [Read more]

Gauss Sector BPI Portfolio Review: 17 May 2023

May 17, 2023 By Lowell Herr

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]

Millikan Sector BPI Portfolio Review: 17 May 2023

May 17, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio in review as I'm working my way though all the portfolios before the first of June.  In these latest updates I'm attempting to set each portfolio up to weather the possibility of a default on the national … [Read more]

Kepler Review: 16 May 2023

May 16, 2023 By Lowell Herr

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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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Bohr Portfolio Review: 20 January 2026
  • Franklin Sector BPI Portfolio Review: 30 December 2024
  • Portfolio Performance Comparisons: 5 May 2023
  • Portfolio Diversification: 6 June 2026
  • Bohr Sector BPI Portfolio Review: 13 October 2023
  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • The Golden Rule of Investing
  • Franklin Sector BPI Portfolio Review: 27 February 2024
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Bullish Percent Indicators: 7 July 2023
  • What Is Working?

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