ITA Wealth Management

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...]

Membership

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

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used

Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, with fixed allocations – where risk is impacted by the level of diversity and correlation between the assets held in the portfolio – to more actively … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bullish Percent Indicators: 21 April 2023

By

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

By

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

By

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

By

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

By

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

By

"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]

Popular Posts

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