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Recent Blog Entry

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

Dirac Portfolio Review: 8 January 2025

I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score calculations) but this plan was somewhat thwarted by the stong bull market through 2024 that resulted in most Funds showing positive Z-Scores (i.e. … [Read More...]

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Rutherford Portfolio Review (Tranche 2): 16 February 2024

February 18, 2024 By hedgehunter

US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major … [Read more]

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr

Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of … [Read more]

Einstein Sector BPI Portfolio Review: 16 February 2024

February 16, 2024 By Lowell Herr

Risk Drives Return - Charles Ellis In several cases the owner of a portfolio requires cash be available within a six months period.  The Einstein is one such account so this portfolio will not be fully invested.  Should all eleven sectors ever be … [Read more]

Huygens Sector BPI Portfolio Review: 15 February 2024

February 15, 2024 By Lowell Herr

Change is the investor's only certainty. - T. Rowe Price, Jr. Huygens is the Sector BPI portfolio up for review today.  In this review I've included what I call the Portfolio Sector Report.  Readers will find it is the fifth screenshot.  The reason … [Read more]

Pauling Sector BPI Portfolio Review: 14 February 2024

February 13, 2024 By Lowell Herr

If you checked either the Forum or a comment under the latest Bullish Percent Indicator post you found the latest move among the sectors that make up the U.S. Equities market.  The sector in question is identified in the analysis of the Pauling so … [Read more]

Gauss Sector BPI Portfolio Review: 13 February 2024

February 12, 2024 By Lowell Herr

Gauss is another portfolio last reviewed in January so I am bringing it into the February fold with this update.  As readers will see in the security holding worksheet, I've added VEA and VWO as potential options.  These international equities add … [Read more]

Portfolio Performance Data: 9 February 2024

February 10, 2024 By Lowell Herr

Every month or six weeks I post a data table showing the relative performance values for all the portfolios I track here at ITA Wealth Management.  Not included in the table are the portfolios managed by Hedgehunter.  The data includes Internal Rates … [Read more]

Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

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  • Gauss Portfolio Review: 14 January 2025
  • Huygens Income Portfolio Review: 22 June 2023
  • Bethe Asset Allocation Portfolio Review: 16 April 2025
  • Pauling Portfolio Review: 30 April 2025
  • Gauss Portfolio Review: 10 March 2023
  • Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024
  • Schrodinger Portfolio Review: 4 November 2024
  • Einstein Asset Allocation Portfolio Review: 20 April 2026
  • Kepler Portfolio Review: 26 September 2022
  • Rutherford-Darwin Portfolio Review: 11 July 2025

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