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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

Schrodinger Portfolio Review: 22 July 2025

Up for review once more is the Robo Advisor or computer managed Schrodinger.  No new shares were recently added despite all the dividends declared for the second quarter.  Cash is building to where I expect some purchasing to take place on any market decline. Schrodinger Asset Allocation Below is the current asset allocation for the Schrodinger.  Cash is up to nearly 8% or approaching a high … [Read More...]

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Copernicus Portfolio Review: 29 March 2024

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Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major advantage to a no-sell model … [Read more]

Millikan Sector BPI Portfolio: 25 March 2024

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Millikan is the Sector BPI portfolio up for review this morning.  Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone.  No moves requiring any decisions showed up this … [Read more]

Bullish Percent Indicators: 22 March 2024

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Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities.  Not every indicator moved up, but the vast majority showed an increase in the percentage … [Read more]

Carson Sector BPI Portfolio: 21 March 2024

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"Fund expenses have a direct impact on investment returns." Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these 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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