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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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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

Kepler Asset Allocation Portfolio Review: 26 February 2025

Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model.  The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages.  Most of the equity asset classes are above target.  Infusion of new cash and dividends will be used to build up bonds and treasuries such as BND, BNDX, and SHV.  Unless there are major … [Read More...]

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Bullish Percent Indicators: 10 February 2023

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The following tables set the stage for investors using or experimenting with the Sector BPI Model.  The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven … [Read more]

Huygens Portfolio Review: 9 February 2023

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As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]

Franklin Portfolio Review: 8 February 2023

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Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone.  As you recall from the most recent BPI data, several sectors are in the over-bought zone, … [Read more]

Kepler Portfolio Review: 7 February 2023

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Prepare for a less than stellar performance from the Kepler as I walk through this review.  Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly.  The result is the same disappointing performance that … [Read more]

Carson Portfolio Review: 6 February 2023

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As the original Sector BPI portfolio the Carson is scheduled for review this morning.  As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run … [Read more]

Bullish Percent Indicators: 3 February 2023

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Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities.  The first table shows the broad strength when examining several indexes.  The second table is the one we use to guide us in how we manage the Sector BPI … [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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