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Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing approach to portfolio management.  At the bottom of this blog are […]

Carson Sector BPI Portfolio Review: 14 February 2025

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Happy Valentine’s Day Today marks the 17th anniversary of the ITA Wealth Management blog.  Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 posts.  I moved to a more secure server since this unfortunate event.  Many out-of-date posts have been […]

McClintock Sector BPI Portfolio Review: 20 February 2025

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McClintock is one of three Sector BPI portfolio tracked here on the ITA blog.  Based on the latest Bullish Percent Indicator data there are no new recommendations.  None of the sectors held in the McClintock are overbought and there are no oversold sectors.  Therefore we will continue to hold Materials, Energy, and Real Estate.  After […]

Franklin Sector BPI Portfolio Review: 27 February 2025

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Franklin is the next to last portfolio to be review in February.  Tomorrow I will update the Bohr and then we are into March.  Franklin is one of three Sector BPI portfolios.  The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector […]

Franklin Sector BPI Portfolio Review: 7 March 2025

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“Markets can remain irrational a lot longer than you and I can remain solvent.” – John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning.  Technology joins the oversold sectors which now numbers four.  When the Individual-1 tariffs are in place expect more […]

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