One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model. While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios. Check portfolios Carson and McClintock for further […]
Franklin Sector BPI Portfolio Review: 4 June 2025
Franklin is the Sector BPI portfolio up for review. Included in this blog post is evidence of the viability of the Sector BPI investing model. Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are
Carson Sector BPI Portfolio Review: 19 March 2025
There was snow on the ground when the Carson was last reviewed. Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio. In this volatile market we are testing the proposition that sectors that hit the oversold
Carson Sector BPI Portfolio Review: 14 February 2025
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
Franklin Portfolio Review: 31 January 2025
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
Gauss Sector BPI Portfolio Review: 25 October 2024
Gauss is one of five portfolios currently using the Sector BPI investing model. The other four are: Carson, Franklin, McClintock, and Millikan. To see how these portfolios are performing, check out this blog post. These five portfolios were launched at
Millikan Sector BPI Portfolio Review: 6 September 2024
Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone. None made this move so there are no recommendations to purchase any sectors or sector ETFs. Of the overbought sectors, TSLOs are
Carson Sector BPI Portfolio Review: 29 August 2024
The oldest Sector BPI portfolio is up for review this morning. Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio. It was only a short time
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