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Franklin Sector BPI Portfolio Review: 5 April 2024

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Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Tentative Asset Allocation Model

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Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and

Carson Sector BPI Portfolio: 21 March 2024

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“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

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