Next to the youngest of the ITA portfolios is the Franklin, launched at the end of November of 2020. This launch date is the reason the performance data uses 11/30/2020 as the starting date. Only the Copernicus, launched this past January is younger. As one of the Dual Momentum™
Franklin Portfolio Update: 15 July 2022
Even though the Franklin is not up for review for a few weeks, I wanted to take a look to see what the Dual Momentum™ recommendation is as this portfolio is one of the poorest performers here at ITA. Since I set limit orders to move out of
Franklin Portfolio Review: 26 August 2022
Franklin, one of the four Dual Momentum™ portfolios is up for review this morning and what a contrast in performance compared with the Kepler. The Franklin struggled to show a positive IRR right out of the blocks as it
Franklin Portfolio Review: 29 September 2022
Franklin is the Dual Momentum™ portfolio up for review this morning. Since 11/30/2022, the Franklin has been one of the worst performing portfolios tracked here at ITA. It is not the model that is at fault, but rather due to the luck-of-review-date as
Buying Guidelines For BPI Model Portfolios: 9 December 2022
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.