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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

Rutherford Portfolio Review (Tranche 2): 20 January 2023

It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is not clear whether we are still in a downtrend (sitting at the top of the downtrend channel) or maybe entering a new uptrend (sitting at the bottom of the short-term uptrend … [Read More...]

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Gauss Portfolio Update: 6 January 2023

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Gauss, a former Relative Momentum portfolio, is the Sector BPI Model account up for review or update this morning.  When I update a Sector BPI portfolio I collect the most recent Bullish Percent Indicator data possible.  That was very important this … [Read more]

Kepler Portfolio Review: 4 January 2023

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Kepler, one of two remaining Relative Momentum portfolios, is the account up for review today.  This review comes at a time when the U.S. Congress is a mess and we have concerns such disruptions may work their way into the financial markets.  Readers … [Read more]

Positioning The Millikan: 3 January 2023

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Millikan is one of the portfolios in transition from the Relative Momentum model over to the Sector BPI model.  This blog explains where the Millikan is in the transition and how I am repositioning the portfolio.  It is really quite simple so follow … [Read more]

Carson Update: 31 December 2022

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What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week?  Follow the analysis below to see if any changes are required by the sector BPI rules.  If you recall, only VDC and VGT are implicated or require … [Read more]

How Bad Was 2022?: 31 December 2022

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As investors we know 2022 was a poor year, particularly for stocks or equities.  Just how bad was it?  The following performance table lays out the painful news.  One does need to remember that 2021 was a stellar year so we need to accept the bad … [Read more]

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