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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

Tweaking Carson Sector BPI Portfolio: 29 May 2023

As mentioned in the most recent blog post, I'm tweaking the Sector BPI Plus investing model ever so slightly.  If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options.  As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. Equity options when Dual Momentum™ is called into action.  DM is only activated after all the sector … [Read More...]

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Feynman Portfolio Study: Part 10-3

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Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate … [Read more]

Regression Analysis and The Schwert Effect

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  Regression Analysis is the investment communities effort to apply the scientific method to portfolio analysis.  Let's take a little time to explain what is meant by Regression Analysis.  As you might remember from your math and science … [Read more]

Gounod’s Messe solennelle de Sainte Cecile

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Gounod's "Messe solennelle en l'honneur de Sainte Cecile" contains some of the most beautiful music one might ever want to hear.  My favorite selections from this masterpiece are Sanctus and Benedictus, cuts five and six.  I first heard Sanctus in … [Read more]

Basic Portfolio and Current ETF Rankings

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The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations.  GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings:  The overall strength of this market … [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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