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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

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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Bullish Percent Indicators: 7 April 2023

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There was brief action this week as Staples (VDC) moved into the over-bought zone on Wednesday.  Thursday's market action moved the BPI percentage back into the neutral zone.  Since none of the four Sector BPI portfolios were holding any shares of … [Read more]

Copernicus Portfolio Review: 6 April 2023

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Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will recall, the Copernicus is … [Read more]

McClintock Portfolio Review: 4 April 2023

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McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  The other is the Pauling.  Based on current data, we have a new recommendation this morning as the DM model recommends International Equities.  To include Emerging Market … [Read more]

Bullish Percent Indicators: 31 March 2023

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Bullish Percent Indicators ended the month of March on an uptick.  Every major index and sector is bullish.  Only Real Estate remains over-sold with 30% bullish.  It appears as if we now are in a "quiet" period for Sector BPI management as cash is … [Read more]

Gauss Sector BPI Update: 31 March 2023

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Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone.  Sectors that were over-sold last weekend have since moved above the 30% bullish line.  With little cash remaining in the Gauss coffer I squeezed … [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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