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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

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  Technology is still overbought and that is the single sector currently residing outside the "neutral" zones.  Readers will recall that BPI percentages 70% … [Read More...]

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Bethe Portfolio Review: 21 February 2023

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Bethe is one of two growth-income portfolios.  The other is the Bohr.  Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly.  With portfolios that have any emphasis on income, we always look forward to the … [Read more]

Carson Portfolio Review: 20 February 2023

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Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data we found two … [Read more]

Bullish Percent Indicators: 17 February 2023

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Bullish Percent Indicator data has not generated any purchase signals since late last December.  Data this week is different as we have one definite purchase and a second that is so close I'm calling it a Buy.  I've been eager for this day as it is … [Read more]

Einstein Portfolio Review: 17 February 2023

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Einstein is the portfolio up for review this morning.  The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach.  The other is the Kepler.  As readers will see in a moment, these two … [Read more]

Bohr Portfolio Review: 15 February 2023

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Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs.  Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%.  I want to elevate this yield as this … [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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