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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

Gauss Portfolio Review: 27 June 2025

Gauss is one of the mini-asset allocation portfolios or one where very few ETFs are used to populate the portfolio.  Since the last review all shares of SCHG were sold and the cash was converted to shares of SHV, a short-term treasury.  While U.S. Equities rebounded from the April depression point, the fundamentals that this is an over-bought market have not changed.  Review the Buffet Indicator … [Read More...]

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Gauss Portfolio Update: 15 April 2023

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This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment … [Read more]

Bullish Percent Indicators: 15 April 2023

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Bullish Percent Indicators this week are bullish when taken as a whole.  Investors following or using the Sector BPI model will find three sectors overbought.  All the major indexes are bullish with the Dow Jones Industrial Average reaching the … [Read more]

Bohr Portfolio Review: 13 April 2023

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Bohr is the portfolio scheduled for review today.  Some alterations are planned for this account so pay attention as I walk through what I see as some ways to "heal" or strengthen apparent weaknesses that are likely to arise in the Sector BPI model.  … [Read more]

Millikan Portfolio Update: 11 April 2023

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Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance … [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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