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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

Bethe Sector BPI Portfolio Review: 5 July 2024

The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash.  It looks like this is not a summer to "Sell in May  and go play." Over the last few days shares of VTI and VOO were added to the Bethe.  It goes against the grain to purchase shares when the market is this high yet I don't want the market to just walk away to the upside.  Numerous limit orders are in … [Read More...]

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McClintock Portfolio Review: 23 November 2022

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Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the … [Read more]

Copernicus Portfolio Review: 22 November 2022

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Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management.  In addition to the sixteen I track, several more are tracked and managed by Hedgehunter.  Copernicus is the highest risk portfolio in that … [Read more]

Millikan Portfolio Review: 15 November 2022

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Millikan, one of the several Relative Momentum portfolios, is up for review this morning.  This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market … [Read more]

Carson Portfolio Checkup: 12 November 2022

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Based on Bullish Percent Indicator data published earlier, a few changes are required for this new and unique portfolio titled Carson.  In case you missed it, I merged the dollars from the Carson HA, Carson BHS, into what was the Carson LRPC and … [Read more]

Einstein Portfolio Review: 9 November 2022

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Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark.  The expectation for RS portfolios is to resist draw-downs, and that has not been the case.  Portfolios that … [Read more]

Millikan Portfolio Review: 8 November 2022

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The Millikan portfolio is not scheduled for an update until later this month.  However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks.  When I checked … [Read more]

New Carson Launched: 4 November 2022

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Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The … [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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