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Franklin Sector BPI Portfolio Update: 10 July 2026

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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 […]

Pauling Portfolio Update: 13 July 2026

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  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues […]

Kepler Portfolio Review: 20 July 2026

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Kepler and Gauss are the two portfolios up for review this week.  Neither are top performers while both are set up to resist the coming market draw-down.  This morning I added more shares of SCHO and SGOV to the Kepler.  When the August dividends appear I’ll likely add more shares of JEPQ and JEPI to […]

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Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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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