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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

Rutherford Portfolio Review (Tranche 1): 5 April 2024

Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last week's close: That 5200-5220 resistance area that I have been highlighting for the past month is still proving difficult to penetrate. In terms of … [Read More...]

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Carson Portfolio Review: 21 March 2023

March 21, 2023 By Lowell Herr

Welcome to the first full day of Spring.  To open up this season of the year I'll update the Carson.  For additional information on the Sector BPI investing model check out this Seeking Alpha article.  I've been paying considerable attention to the … [Read more]

Gauss Portfolio Update: 19 March 2023

March 20, 2023 By Lowell Herr

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don't know how many readers are using the different models … [Read more]

Rutherford Portfolio Review (Tranche 5): 17 March 2023

March 18, 2023 By hedgehunter

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend channel. There is … [Read more]

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]

Franklin Portfolio Review: 16 March 2023

March 16, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What … [Read more]

Huygens Portfolio Review: 15 March 2023

March 15, 2023 By Lowell Herr

Even though CEFs have taken quite a hit recently, the Huygens continues to outperform the S&P 500 and when last updated ranked in the top quartile of the 15 portfolios tracked here at ITA.  How is the portfolio surviving in this volatile market?  … [Read more]

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read more]

Millikan Portfolio Update: 14 March 2023

March 14, 2023 By Lowell Herr

While the Millikan portfolio is the one I'll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs.  There may be some confusion and I … [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

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  • Carson Portfolio Review: 15 January 2024
  • Copernicus Portfolio Review: 22 November 2022
  • Bohr Portfolio Review: 17 October 2025
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Einstein Asset Allocation Portfolio Review: 5 August 2024
  • Carson Portfolio Update: 25 January 2023
  • Carson Sector BPI Portfolio Review: 18 June 2025

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