ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2024 / June / Archives for 5th

Archives for June 5, 2024

Franklin Sector BPI Portfolio Review: 5 June 2024

June 5, 2024 By Lowell Herr

Sector BPI investing continues to be tested through the Franklin portfolio.  Launched in early November of 2022 we now have 1.5 years of data with this portfolio.  Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025
  • Schrodinger Portfolio Update: 25 September 2025 September 25, 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005 September 22, 2025

Recent Comments

  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Selecting Closed-End-Funds
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 14 July 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Dirac Portfolio Review: 4 August 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025

General Investment News

Portfolios coming up for review.  Bohr, Franklin, 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

  • Rutherford Portfolio Review (Tranche 3): 6 October 2023
  • Millikan Preparation for 2026
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023
  • How Much Are You Leaving With Your Financial Advisor?
  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Rutherford Portfolio Review (Tranche 2): 10 May 2024
  • Kahneman-Tversky Portfolio Review: 30 December, 2022
  • Sector BPI Millikan Portfolio Update: 14 June 2024
  • Beginner Advice: Getting Started With Portfolio Construction
  • Beating the Dow With Bonds
  • Franklin Sector BPI Portfolio Review: 4 June 2025

Log in | Website Design by BOING