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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

Dirac 2026 Portfolio Review: 2 July 2026

I only made one adjustment to the Dirac Portfolio this week by selling my position in XLB (Materials) as both momentum and acceleration turned negative … [Read More...]

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Gauss Sector BPI Portfolio Update: 3 January 2024

January 3, 2024 By Lowell Herr

Jeffrey Pine atop Sentinel Dome in Yosemite National Park - circa 1972 from scanned slide.  This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO … [Read more]

Franklin Portfolio Review: 3 January 2024

January 3, 2024 By Lowell Herr

Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios.  The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios.  Readers interested in the Sector BPI model … [Read more]

Huygens Sector BPI Portfolio Review: 2 January 2024

January 2, 2024 By Lowell Herr

Huygens is the first portfolio I am reviewing this year.  Therefore, pay little or no attention to the January Risk Ratio data as January data is the same as that for December.  I will update this portfolio sometime later in January in order to … [Read more]

Happy New Year 2024

January 1, 2024 By Lowell Herr

  Happy New Year … [Read more]

Darwin Portfolio Review: 29 December 2023

December 31, 2023 By hedgehunter

At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a … [Read more]

Rutherford Portfolio Review (Tranche 3): 29 December 2023

December 30, 2023 By hedgehunter

It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, … [Read more]

Copernicus Portfolio Review: 29 December 2023

December 29, 2023 By Lowell Herr

To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement.  The thesis of the Copernicus is to invest only in U.S. Equities and never sell … [Read more]

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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.

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