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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

Copernicus Portfolio Review: 19 December 2024

Keep it simple is the philosophy of the Copernicus portfolio.  Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency.  Keep cash levels low and expenses to a minimum.  One reason for including ESGV as part of the portfolio is to purchase shares if the remaining cash is around $100 or insufficient to purchase a share of either VTI or VOO. Copernicus Current … [Read More...]

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Bohr Portfolio Review: 21 July 2022

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Bohr is one of the easier portfolios to manage once it is set up with Closed-End-Funds.  Why is this so?  This is a Buy & Hold portfolio were dividends and new cash are used to purchase more shares.  The plan is to sell no shares so one-half of … [Read more]

McClintock Portfolio Review: 14 July 2022

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McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Momentum is one of the five factors included in the Fama-French Five-Factor Model.  It is not fully understood why momentum is such an important market … [Read more]

Kepler Portfolio Review: 17 June 2022

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Kepler is one of several Relative Momentum portfolio tracked here at ITA.  Next week one Income and two Dual Momentum™ portfolios are scheduled for review. As readers will see in the first screenshot, the Kepler holds a considerable percentage in … [Read more]

Bohr Portfolio Review: 16 June 2022

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Bohr is a growth-income combo portfolio that is taking a beating in today's down market.  This is a Buy & Hold portfolio so there is no effort to provide downside protection.  Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr … [Read more]

McClintock Portfolio Review: 10 June 2022

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McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are … [Read more]

Millikan Portfolio Review: 3 June 2022

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In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months.  This portfolio is built around the principles … [Read more]

How To Handle This Selloff: 18 May 2022

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With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let's take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as … [Read more]

Learning More About Options

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This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [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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