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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

Millikan Portfolio Review: 30 December 2022

The Millikan portfolio is one of the latest accounts to move from the Relative Strength management model over to the Sector BPI model.  There are still a number of asset class equity holdings in the Millikan.  I've set Trailing Stop Loss Orders (TSLOs) ranging from 2% to 4% so these should not last through January of 2023.  It all depends on how the market behaves over the next few weeks.  Limit … [Read More...]

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McClintock Portfolio Update: 28 February 2023

February 28, 2023 By Lowell Herr

McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January.  Before moving into March, I wanted current data for the Portfolio Performance … [Read more]

Gauss Portfolio Review: 28 February 2023

February 28, 2023 By Lowell Herr

Gauss needs a little work this morning as the Utilities sector is not fully populated.  Energy (VPU) is within a whisker of being over-sold so I have limit orders in place to pick up more shares of this sector.  Nothing else has changed within the … [Read more]

Rutherford Portfolio Review (Tranche 2): 24 February 2023

February 25, 2023 By hedgehunter

As we approach the end of February we see that the apparent recovery in US equities may not be as strong as we may have thought. This week saw another drop of ~2.7% in the SPX (S&P 500 Index) from last week's close and we are now up only 3.4% on … [Read more]

Portfolio Performance Data: 24 February 2023

February 25, 2023 By Lowell Herr

Thus far, February kicked the bullish air out of the January balloon.  A few of the ITA portfolios managed to claw back into positive territory in January, only to fall back into the red in February.  This information is based on the last 13.5 months … [Read more]

Bullish Percent Indicators: 24 February 2023

February 25, 2023 By Lowell Herr

Bullish Percent Indicators are ending February in a downward trend.  All major indexes are bearish, yet none are in the over-sold zone.  We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above … [Read more]

Franklin Portfolio Review: 23 February 2023

February 23, 2023 By Lowell Herr

Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA).  Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model.  Will this trend … [Read more]

Millikan Portfolio Review: 22 February 2023

February 22, 2023 By Lowell Herr

Millikan is the Sector BPI portfolio up for review today.  If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark.  Energy (VDE) was so close to over-sold that I considered … [Read more]

Pauling Portfolio Review: 21 February 2023

February 21, 2023 By Lowell Herr

When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column.  In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site.  Pauling … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • 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
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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.

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