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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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Portfolio Management

Carson Sector BPI Portfolio Review: 22 May 2026

Carson is the oldest Sector BPI portfolio, going back to 11/1/2022.  This morning Materials moved into the oversold zone so I added shares of VAW to the Carson.  The Carson is currently holding shares in seven of the eleven sectors. This morning I asked ChatGPT this question. "Where can I find example portfolios illustrating the Sector BPI investing model?"  Here is the answer to this … [Read More...]

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Carson Portfolio Review: 15 January 2024

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Since my recent Seeking Alpha article there has been increased interest in the ITA blog.  This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model.  In addition, the U.S. … [Read more]

Bullish Percent Indicators: 12 January 2024

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This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [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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