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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

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to support a move to this investing approach.  It is still early in the game as there have not been many Buy/Sell cycles over the past two years.  Thirteen … [Read More...]

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Einstein Sector BPI Portfolio Review: 29 December 2023

December 29, 2023 By Lowell Herr

Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model.  With only two months of data we need to check on trends rather than absolute performance numbers.  By this time next year we will … [Read more]

Bohr Sector BPI Portfolio Review: 28 December 2023

December 28, 2023 By Lowell Herr

As positive results from the Carson portfolio began to emerge, I began switching portfolios that were using either the Relative Strength or Dual Momentum models over to the Sector BPI investing model.  Bohr is one of the portfolios that began the … [Read more]

McClintock Sector BPI Portfolio Review: 27 December 2023

December 27, 2023 By Lowell Herr

The McClintock Sector BPI portfolio is only a few months into this investing model.  In the last screenshot readers will see the benefits of this model.  At least the latest results are extremely positive. No sectors are currently in the oversold … [Read more]

Kepler Sector BPI Portfolio Review: 26 December 2023

December 26, 2023 By Lowell Herr

Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months.  Therefore, pay more attention to trends rather than the absolute performance results.  This … [Read more]

Pauling Portfolio Review: 26 December 2023

December 26, 2023 By Lowell Herr

Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog.  Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its … [Read more]

Merry Christmas 2023

December 25, 2023 By Lowell Herr

Merry Christmas … [Read more]

Rutherford Portfolio Review (Tranche 2): 22 December 2023

December 24, 2023 By hedgehunter

It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week's close … [Read more]

Bullish Percent Indicators: 21 December 2023

December 23, 2023 By Lowell Herr

Last week eight of the eleven sectors were overbought.  This week there are nine so investors using the Sector BPI investing model will want to check to see which sector moved above the 70% bullish mark.  Not since last July have we come close to … [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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