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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

Einstein Asset Allocation Portfolio Update: 5 December 2025

  Einstein is one of several portfolios set up to resist major market draw-downs.  Should we encounter a recession in 2026 there is likely no place to hide other than to short the equities market.  Historically the stock market trends up so shorting the market is definitely bucking the long-term trend.  This is why I don't plan to short the market.  Instead, I am setting the Einstein up to … [Read More...]

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Five Habits of People In Debt

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5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help … [Read more]

Portfolio Construction From Over 100 ETFs

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Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities.  Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several … [Read more]

Feynman Documents

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Most, if not all the links found within the Feynman Study posts are broken.  Instead of attaching each Word file that goes with each blog post, here are all the associated documents in one zip file.  See the link below. … [Read more]

Top Ranking ETFs and Stocks

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Based on 5/23/2016 data, the following ETFs and stocks flow to the top of the two ranking models shown below.  The stock screen was tightened this week as I was able to increase the F-Score from 7 to 8, thereby reducing the number of stocks from … [Read more]

Splitting Portfolio Into Multiple Parts

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Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015.  Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review … [Read more]

Test Notification of New Blog Posts

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Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the … [Read more]

Beating the Dow With Bonds

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Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds.  O'Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan's … [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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