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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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Portfolio Management

Carson Sector BPI Portfolio Review: 23 October 2024

Carson is the oldest Sector BPI portfolio with a history of two years.  During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than "experimental" money.  The idea of buying when a sector is oversold and selling when the sector is overbought makes a lot of sense.  When cash is available one invests in VOO or VTI so as to prevent … [Read More...]

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Gauss Portfolio Review: 10 March 2023

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As pointed out in the Bullish Percent Indicator blog post earlier this morning, five of the eleven sectors are over-sold.  I've selected the Gauss to show how I plan to implement this information after the market opens Monday morning.  Next week I … [Read more]

Bullish Percent Indicators: 10 March 2023

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Collapse of the Silicon Valley Bank, continuation of high inflation, strong employment numbers, and the threat of default on the debt limit all rattled the stock market this week.  Two major indexes and four more sectors moved into the over-sold … [Read more]

Kepler Portfolio Review: 10 March 2023

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Kepler, one of two Relative Strength portfolios, is up for review today.  Over the past 14 months neither the Einstein or Kepler have demonstrated the performance/risk level expected of this model.  Regardless, I'm going to continue testing this … [Read more]

Franklin Portfolio Update: 7 March 2023

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The Franklin is not scheduled for a full review.  I want to begin the March risk ratios so this is an update for this Sector BPI portfolio.  Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed.  Utilities … [Read more]

Bohr Portfolio Review: 7 March 2023

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Bohr is an income/growth portfolio of which there are two.  The other portfolio following this model is the Bethe portfolio.  As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per … [Read more]

Carson Portfolio Update: 6 March 2023

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Carson is one of the first portfolios I converted to the Sector BPI model.  Thus far it is working quite well, but it is still much too early to draw any viable conclusions. As with the Millikan, we are checking in on Utilities (VPU) to make sure … [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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