ITA Wealth Management

You are here: Home / Archives for Portfolio Management / Sector BPI

Franklin Portfolio Review: 31 January 2025

By

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

By

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  Many out-of-date posts have been […]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

By

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: 7 March 2025

By

“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 […]

McClintock Sector BPI Portfolio Review: 10 March 2025

By

  “Don’t look for the needle in the haystack. Just buy the haystack!” — John Bogle McClintock was not schedule for a review this early in the month.  However, the move of Technology into the oversold zone requires attention.  Thus the update of the McClintock this morning. The threat of tariffs is causing uncertainty within […]

Popular Posts

General Investment News

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