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You are here: Home / Archives for ITA Portfolios / Franklin Portfolio

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S.

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

Franklin Portfolio Update With A Bard Example: 12 April 2023

April 12, 2023 By Lowell Herr

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss

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

Franklin Sector BPI Update: 18 April 2023

April 18, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past

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

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow.

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

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio I’m examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses a question of what to do

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

Franklin Sector BPI Portfolio Update: 8 July 2023

July 8, 2023 By Lowell Herr

  As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed

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

Franklin Sector BPI Portfolio Review: 10 August 2023

August 10, 2023 By Lowell Herr

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as

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

Franklin Sector BPI Portfolio Review: 2 October 2023

October 2, 2023 By Lowell Herr

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government

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

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