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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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Portfolio Management

McClintock Sector BPI Portfolio Review: 2 April 2024

After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios.  McClintock is the portfolio scheduled for review this morning.  Based on Bullish Percent Indicator (BPI) data from last week, no buy or sell recommendations are forthcoming.  Are any decisions necessary?  … [Read More...]

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Bullish Percent Indicators: 21 April 2023

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Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]

Gauss Portfolio Update: 19 April 2023

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The Gauss Portfolio is one of four Sector BPI portfolios or what might be better classified as a Sector BPI Plus portfolio as I've added two layers of ETFs in order to patch a potential weakness in the original Sector BPI hypothesis.  More on this … [Read more]

Franklin Sector BPI Update: 18 April 2023

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Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past … [Read more]

Huygens Portfolio Review: 18 April 2023

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Huygens is strictly an income generating portfolio, patterned after Steven Bavaria's Income Factory model.  Thus far these income portfolios have generated adequate income, but the underlying value of the securities have not kept pace with the stock … [Read more]

Millikan Portfolio Update: 17 April 2023

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Millikan is one of the last of the four Sector BPI portfolios to undergo a "mending" of a potential weakness in the original hypothesis.  Since there are no BPI recommendations at present and cash is available, this update will show how that cash … [Read more]

Schrodinger Portfolio Review: 17 April 2023

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"Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of … [Read more]

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