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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

Gauss Migration To Sector BPI Model: 27 December 2022

Gauss and Millikan are two portfolios I'm shifting over to the Sector BPI Model as neither is performing at a level expected.  The following analysis explains the process I'm using for this migration.  Both portfolios were considered Relative Strength portfolios where I was using the Buy-Hold-Sell (BHS) system. … [Read More...]

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Copernicus Portfolio Review: 27 January 2023

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Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not … [Read more]

McClintock Portfolio Review: 27 January 2023

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McClintock, one of the two Dual Momentum™ portfolios, has been one of the better performers over the years I've used this investing model.  Of the seven different styles of investing, Dual Momentum is one of the easier to understand and manage, … [Read more]

Carson Portfolio Update: 25 January 2023

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Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA.  When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) … [Read more]

Bethe Portfolio Review: 24 January 2023

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Bethe is the portfolio scheduled for review this morning.  Bethe is one of the Growth-Income portfolios of which there are two.  The other portfolio is the Bohr.  As readers will see in a moment, the current quiver is populated with Closed-End-Funds … [Read more]

Gauss Portfolio Update: 23 January 2023

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Gauss is the portfolio up for review this morning as I missed it last week.  If you go back to last Friday's BPI blog post you will recall that there were no Buy or Purchase recommendations.  Only Sell recommendations and those are:  Energy, … [Read more]

Bullish Percent Indicators: 20 January 2023

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Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I'll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index … [Read more]

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