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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

Huygens Asset Allocation Portfolio Update: 30 October 2024

As mentioned in the last review, this is an update of the Huygens.  Huygens is one of nine portfolios built around the investing model of Asset Allocation.  The Schrodinger is another such portfolio.  With the Huygens, and those I watch over, I primarily use Vanguard ETFs as they are inexpensive and do a good job of tracking the indexes they are designed to mirror. If you have further interest in … [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

  • Schrodinger Portfolio Review: 5 June 2025
  • Copernicus Portfolio Review: 14 October 2024
  • Rutherford-Darwin Portfolio Review: 26 September 2025
  • Bethe Asset Allocation Portfolio Review: 25 November 2024
  • Bullish Percent Indicators: 17 February 2023
  • Franklin Sector BPI Portfolio Review: 7 March 2025
  • Huygens Portfolio Review: 13 June 2025
  • Bullish Percent Indicators: 17 April 2025
  • Pauling Asset Allocation Portfolio Review: 22 January 2025
  • Kahneman-Tversky Portfolio Review: 8 May, 2023
  • Huygens Sector BPI Portfolio Review: 22 January 2024

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