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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

Rutherford-Darwin Portfolio Review: 17 April 2025

It was a "relatively" quiet week in the US equity markets ahead of the holiday weekend with the SPX (S&P 500 Index) closing down ~1.5% from last Friday's close: … [Read More...]

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Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are "no-brain" portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of … [Read more]

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style portfolio that Schwab calls their Intelligent … [Read more]

Franklin Sector BPI Portfolio Review: 31 January 2024

January 31, 2024 By Lowell Herr

Next month ITA will celebrate its 16th birthday.  To hold down the cost of operating this free blog I delete old posts in order to control storage space.  This is why blogs going back more than 10 years are no longer available.  Here is one of the … [Read more]

Pauling Sector BPI Portfolio Review: 30 January 2024

January 30, 2024 By Lowell Herr

Pauling is the portfolio up for review today.  Pauling joined the Sector BPI investing model last October.  Readers can see how well this model worked over the past four months in the fifth screenshot below.  Four months is a very short time in the … [Read more]

Carson Sector BPI Portfolio Review: 29 January 2024

January 29, 2024 By Lowell Herr

Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest.  As more historical data becomes available, are there any weaknesses showing up in the model?  Perhaps, so follow along with this analysis. As yet I've not added VEA and … [Read more]

Einstein Portfolio Review: 29 January 2024

January 29, 2024 By Lowell Herr

Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for … [Read more]

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it's climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week … [Read more]

Bullish Percent Indicators: 26 January 2024

January 27, 2024 By Lowell Herr

When financial news reports the stock market is either up or down the information is generally referring to the 30 Dow Jones Industrial stocks.  While the DJIA forms a significant percentage of the U.S. Equities market it does not tell the whole … [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

  • Darwin Portfolio Review: 1 December 2023
  • Pauling II Asset Allocation Portfolio Launch: 1 April 2024
  • Hawking Portfolio Review: 4 November, 2022
  • Franklin Portfolio Update: 12 January 2023
  • Schrodinger Portfolio Update: 1 November 2023
  • Franklin Portfolio Review: 3 January 2024
  • Bullish Percent Indicators: 12 January 2024
  • Carson Sector BPI Portfolio Review: 13 May 2025
  • Bullish Percent Indicators: 9 August 2024
  • Bullish Percent Indicators: 21 July 2023
  • Bethe Portfolio Review: 8 December 2025

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