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Franklin Sector Performance Data

 
Sector BPI Model Discussions
Last Post by Lowell Herr 3 years ago
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 Lowell Herr
(@lowell)
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Joined: 13 years ago
Posts: 706
Topic starter March 22, 2023 1:59 PM  

Tomorrow (3/23/23) I will be updating the Franklin.  Here is some early performance data.  Since I've been using the Sector BPI model here is the annualized IRR % performance for the sectors used this far.

  • Communication 83% annualized.  These figures are exaggerated at the time frame is short.
  • Discretionary  90%   Still holding.
  • Energy   -22%    Still holding.
  • Financial   83%    Still holding.
  • Industrial   69%   Still holding.
  • Technology  109%
  • Materials   116%   Still holding.
  • Utilities   -31%  Still holding this sector

I would say the model is still working.



   
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