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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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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

Bohr Portfolio Update: 10 June 2026

When a portfolio is not performing up to expectations one makes changes.  Such is the case with the Bohr portfolio.  I am in the process of making changes in this portfolio for two reasons. Performance is below expectations. Asset Allocations are in flux in anticipation of a major market correction in the near future. I began making changes about six weeks ago and there are minor … [Read More...]

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Schrodinger Portfolio Review: 1 December 2023

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Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Pauling Checkup: 30 November 2023

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As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model.  Keep in mind the Pauling has only … [Read more]

Kepler Portfolio Review: 29 November 2023

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Kepler is the portfolio up for review today.  Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted.  The ETFs in question are … [Read more]

Sector BPI Portfolio Report: 27 November 2023

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For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first day … [Read more]

Bullish Percent Indicators: 24 November 2023

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This was a good, but not stellar week for U. S. Equities.  Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week.  The one major change happened in the Financial sector as it moved into the overbought … [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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