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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 Review: 26 September 2024

As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements.  There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior investing model.  VB and VTI are two equity ETFs that are out of balance on the high side. Third quarter dividends will provide a bit of cash to begin adding … [Read More...]

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Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the "neutral" zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio … [Read more]

Portfolio Performance Comparisons: 23 November 2023

November 23, 2023 By Lowell Herr

How are the different portfolios performing when compared with each other?  All portfolios have been reviewed at least once in November.  While the Annual IRR data is current, the various risk measurements are only accurate as of the last review date … [Read more]

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  … [Read more]

McClintock Portfolio Review: 21 November 2023

November 21, 2023 By Lowell Herr

McClintock is another Sector BPI Plus portfolio up for review this morning.  No change is required, but if the portfolio held Financials (VFH) I would be placing a 3% Trailing Stop Loss Order (TSLO) under the ETF.  Yes, the McClintock holds one share … [Read more]

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I've done is to add eleven sector ETFs where these new eleven are … [Read more]

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By hedgehunter

After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the … [Read more]

Tweaking Sector BPI Plus Investing Model: Part II

November 18, 2023 By Lowell Herr

Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios.  Here is the step by step process I go through when I review or update … [Read more]

Bullish Percent Indicators: 17 November 2023

November 17, 2023 By Lowell Herr

Pay close attention to the following tables as there are a few new wrinkles spawned by comments placed in the last BPI blog post.  As for recommendations that will impact the Sector BPI Plus portfolios - no changes.  No activity is planned for the … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • 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
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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.

This blog is free to all who signup as a Guest.

Random Posts

  • Darwin 2026 Portfolio Review: 6 March 2026
  • Pauling Portfolio Review: 26 June 2023
  • Bullish Percent Indicators: 10 November 2023
  • Rutherford Portfolio Review (Tranche 4): 16 August 2024
  • Bohr Portfolio Review: 7 July 2026
  • McClintock Sector BPI Portfolio Review: 4 August 2025
  • Millikan Portfolio Review: 16 March 2026
  • Bethe Portfolio Review: 4 August 2023
  • Darwin Portfolio Review: 5 December 2025
  • Keeping It Simple: Building A Basic Portfolio
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?

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