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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

Huygens Portfolio Review: 23 October 2023

Huygens is another portfolio in transition to the Sector BPI model.  The plan is to have all these moves well in the process by November 1.  The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in a portfolio. Diversity:  ETFs provide this in spades. Capital Preservation:  The Sector BPI model does this.  This is where the Copernicus … [Read More...]

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Bullish Percent Indicators: 9 February 2024

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Bullish Percent Indicators are mixed this week which is not all that unusual.  One sector is approaching the oversold zone and will require close watching this coming week. Both the DJIA and DJTA are bullish indicating this is still a large-cap … [Read more]

Bethe Portfolio Update: 8 February 2024

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Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver.  The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as … [Read more]

Carson Portfolio Review: 7 February 2024

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As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this "hypothetical" investing model.  As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold … [Read more]

Bullish Percent Indicators: 2 February 2024

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U.S. Equities ended the week on a strong note.  Is this reflected in the Bullish Percent Indicators?  Did any sectors drop into the oversold zone?  Follow the tables below for answers to these questions. If you are blocked from reading this blog, … [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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