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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...]

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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

Dirac 2026 Portfolio Review: 12 June 2026

The Dirac Portfolio attempts to outperform the broader US Equity market (as represented by SPY - S&P 500 ETF) by rotating between sectors in that broader market. At present, the momentum/acceleration model that has been used to manage this portfolio is showing the following suggestions: with five ETFs generating Mean Reversion Buy recommendations. … [Read More...]

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Bethe Portfolio Review: 28 March 2023

March 28, 2023 By Lowell Herr

Investors seeking income and growth will find Bethe and Bohr the two portfolios to follow.  This morning I will update the Bethe.  If one seeks only income, then Huygens is the portfolio of interest. … [Read more]

Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr

While I'm a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons - new readers at the top of the list.  Before anyone is overwhelmed with the various management tools, pay attention to this passively … [Read more]

Carson Sector BPI Portfolio Update: 27 March 2023

March 26, 2023 By Lowell Herr

Carson is the original Sector BPI portfolio here at ITA and one to watch as this experimental model moves forward.  Last week the annualized Internal Rate of Return (IRR) moved back into positive territory, only to slip back into negative territory … [Read more]

Rutherford Portfolio Review (Tranche 1): 24 March 2023

March 25, 2023 By hedgehunter

Despite the negative reaction and high volatility following Wednesday's Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week's close: However price is still sitting at the top of a 2 … [Read more]

Bullish Percent Indicators: 24 March 2023

March 25, 2023 By Lowell Herr

Publication of Bullish Percent Indicator (BPI) data is a nearly weekly event.  This data is particularly important now that four ITA portfolios are managed using information from the second screenshot or the Sector Point and Figure (PnF) data table.  … [Read more]

Pauling Dual Momentum Review: 24 March 2023

March 24, 2023 By Lowell Herr

Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and … [Read more]

Franklin Sector BPI Portfolio Review: 23 March 2023

March 23, 2023 By Lowell Herr

The Franklin portfolio is one of four Sector BPI accounts I'm tracking here at ITA Wealth Management.  Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone.  Those … [Read more]

Einstein Portfolio Review: 22 March 2023

March 22, 2023 By Lowell Herr

Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA.  Of all the various models it is this style that requires the most decisions and software to manage the portfolio. … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

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

  • Millikan Portfolio Review: 30 December 2022
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Bohr Portfolio Review: 24 July 2025
  • Millikan Sector BPI Portfolio Review: 3 July 2024
  • Bullish Percent Indicators: 11 April 2025
  • Bethe Portfolio Review: 21 February 2023
  • McClintock Sector BPI Portfolio Review: 25 June 2024
  • Rutherford Portfolio Review (Tranche 3): 14 July 2023
  • Franklin Portfolio Review: 2 February 2023
  • Debunking Dividend Fallacies
  • Pauling Portfolio Update: 12 January 2026

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