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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

Einstein Sector BPI Portfolio Review: 7 May 2024

Einstein is the Sector BPI portfolio up for review today and there are a few circumstances that impact this account.  Readers might raise the question as to why the portfolio holds so much cash.  Another event impacting the holdings is solely my mistake and it has to do with missing the buying opportunity for Telecommunications a week or so ago.  In the third screenshot I'll discuss the problem … [Read More...]

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Bohr Portfolio Review: 12 May 2023

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Before proceeding with the Bohr portfolio review, Lifetime readers need to know we have a replacement for the ITA file.  Harry Stevens cleaned up the existing problem.  Check the Forum for more information.  Lifetime members also received an e-mail … [Read more]

Darwin Portfolio Review: 5 May 2023

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Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here's how the Portfolio has performed since I changed to a 3% per … [Read more]

Portfolio Performance Comparisons: 5 May 2023

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It has been a month since I last posted portfolio performance data.  Since early April all the portfolios improved slightly, but still retain the effects of a poor equities market in 2022.  The launch date of 1/2/2022 is selected so as to incorporate … [Read more]

Schrodinger Portfolio Review: 4 May 2023

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It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month.  Go to this link and toggle back and forth between this morning's investment quiver and last month to see the difference.  The … [Read more]

Copernicus Portfolio Review: 3 May 2023

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Based on yesterday's market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities.  The philosophy behind the Copernicus is to save and invest.  Never sell unless there is an … [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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