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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

Carson Sector BPI Portfolio Review: 18 June 2025

Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors.  Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU).  With wars and rumors of wars loaded on top of tariffs plus a no-nothing administration I'm reluctant to look to invest in VOO.  In normal times I would … [Read More...]

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Bethe Sector BPI Portfolio Review: 11 January 2024

January 11, 2024 By Lowell Herr

Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold.  Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to … [Read more]

Kepler Sector BPI Portfolio Review: 10 January 2024

January 10, 2024 By Lowell Herr

Kepler is similar to the Einstein in that both portfolios were managed by a similar investing model and both were switched to the Sector BPI model about the same time.  Based on Bullish Percent Indicator data no sectors are oversold and all … [Read more]

Einstein Sector BPI Portfolio Review: 9 January 2024

January 9, 2024 By Lowell Herr

Einstein is a particularly interesting Sector BPI portfolio as the owner moves money in and out of the portfolio for personal needs.  Whereas most portfolios don't see all that many withdrawals, the Einstein is different.  When viewing performance … [Read more]

Schrodinger Portfolio Review: 8 January 2024

January 8, 2024 By Lowell Herr

Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo … [Read more]

Rutherford Portfolio Review (Tranche 4): 5 January 2024

January 6, 2024 By hedgehunter

The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and … [Read more]

Bullish Percent Indicator Data: 5 January 2024

January 6, 2024 By Lowell Herr

The following two data tables provide or inform us as to the weakness in U.S. Equities.  While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming … [Read more]

Millikan Sector Portfolio Review: 5 January 2023

January 5, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model.  This review adds another piece to the puzzle. Do to a … [Read more]

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This … [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

  • Copernicus Portfolio Update: 15 January 2026
  • Gauss Sector BPI Portfolio Review: 13 February 2024
  • Carson Portfolio Review: 21 March 2023
  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Millikan Sector BPI Update: 20 July 2023
  • Feynman Documents
  • Bullish Percent Indicators: 27 January 2023
  • Schrodinger Portfolio Review: 11 June 2026
  • Bethe Portfolio Review: 27 June 2023
  • Nine Critical Investment Decisions
  • Bohr Portfolio Update: 10 June 2026

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