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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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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

McClintock Portfolio Review: 14 July 2022

McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Momentum is one of the five factors included in the Fama-French Five-Factor Model.  It is not fully understood why momentum is such an important market anomaly and why it works.  But it does and that is why I highly recommend a Dual Momentum portfolio be one of several investment models to include when … [Read More...]

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McClintock Dual Momentum Portfolio Review: 1 May 2023

May 1, 2023 By Lowell Herr

McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  Both DM portfolios (McClintock and Pauling) are under close observation due to declining performance as readers will see in a moment.  Dual Momentum™ is an investing model based … [Read more]

Rutherford Portfolio Review (Tranche 1): 28 April 2023

April 30, 2023 By hedgehunter

A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that … [Read more]

Bullish Percent Indicators: 28 April 2023

April 29, 2023 By Lowell Herr

Each week I post the latest Bullish Percent Indicator (BPI) information on seven large indexes and the eleven sectors that make up the S&P 500.  Some of the data goes back as far as 2005 or three years before I began writing this blog.  Since the … [Read more]

Millikan Sector BPI Portfolio Review: 27 April 2023

April 27, 2023 By Lowell Herr

Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning.  With available cash, boost VOX up to 20% of the portfolio if possible.  The ETF certainly made a nice gain today so any shares … [Read more]

Franklin Sector BPI Plus Review: 26 April 2023

April 27, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore.  This review required a special decision since Telecom (VOX) moved into the oversold zone and there … [Read more]

Pauling Dual Momentum Portfolio Review: 25 April 2023

April 25, 2023 By Lowell Herr

Pauling, a Dual Momentum™ style portfolio, is the account up for review this morning.  Either the model is deficient or I've not managed it well.  The end result is that the Pauling is one of the worst performers tracked here at ITA.  I will work … [Read more]

Einstein Portfolio Review: 24 April 2023

April 24, 2023 By Lowell Herr

Einstein, one of two Relative Strength investing models tracked here on ITA, is up for review this morning.  Nearly 60% of the portfolio is in cash so decisions as to what to do with this large amount is on the table.  I'm not in a hurry to invest in … [Read more]

Rutherford Portfolio Review (Tranche 5): 21 April 2023

April 22, 2023 By hedgehunter

It was a very quiet week in US Equity markets with the S&P 500 Index trading in a tight ~40 point range: However, the SPX did close down slightly from last week's close after hitting it's head against strong resistance at ~4150-4200 - an area … [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

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  • Rutherford-Darwin Portfolio Review: 27 June, 2025
  • Einstein Sector BPI Portfolio Review: 9 April 2024
  • Bethe Portfolio Review: 25 August 2025
  • Schrodinger Portfolio Update: 3 May 2024
  • Gauss Portfolio Review: 31 January 2023
  • Bethe Asset Allocation Portfolio Review: 6 November 2024

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