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Franklin Sector BPI Portfolio Update: 28 September 2026

As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal.  This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three.  The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have been managing portfolios with the Sector BPI approach it is rare to see this many sectors in … [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): 1 September 2023

The past week was a bullish week for US equities: with SPX showing a  2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line - that is encouraging. However, the bearish candles of the past 2 days may be a clue that we are at the upper 1 SD boundary of a new downtrend channel. Who knows? - we'll just … [Read More...]

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Bullish Percent Indicators: 7 February 2025

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Bullish Percent Indicator data was last published on January 10th of this year.  There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios.  There was one day when Staples dipped into … [Read more]

Schrodinger Portfolio Review: 6 February 2025

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Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab "Intelligent Portfolio" managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up … [Read more]

Bethe Portfolio Review: 4 February 2025

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With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can … [Read more]

Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

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