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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

Kahneman-Tversky Portfolio Review: 7 June, 2024

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which "momentum", or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term lookback period of 252 trading days (12 months) and reacts slowly to changes in "momentum". The Tversky portion uses a combination of 2 shorter look-back … [Read More...]

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Kepler Portfolio Management: 11 April 2023

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Kepler is the Relative Strength portfolio scheduled for review today.  As readers will soon see, this portfolio is not up to snuff when it comes to performance.  I'll work with the BHS model for a few more months, but patience is running thin, … [Read more]

Carson Portfolio Update: 10 April 2023

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Carson is the portfolio up for review this morning.  Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE).  Regular readers have … [Read more]

Hawking Portfolio Review: 6 April 2023

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The Hawking Portfolio is, essentially, a Buy-And-Hold Portfolio designed to generate Income from investments in Closed End Funds (CEFs). This class of Funds were hit quite hard over the past month: although the dividends generated by the Funds is … [Read more]

Darwin Portfolio Review: 6 April 2023

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The Darwin Portfolio is a "Buy-And-Hold" portfolio of assets that is only adjusted when allocations fall out-of-line with recommendations based on risk parity (i.e. equal risk on all holdings). Performance to date (~4 months from inception) looks … [Read more]

A Review/Comparison of Momentum Systems

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Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works "best" in all market conditions, and we don't know what … [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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