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 / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Sector BPI Model Di...
Franklin Sector Per...
 
Notifications
Clear all

Franklin Sector Performance Data

 
Sector BPI Model Discussions
Last Post by Lowell Herr 3 years ago
1 Posts
1 Users
0 Reactions
795 Views
SolvedSticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 714
Topic starter March 22, 2023 2:59 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.



   
Quote
Topic Tags
Sector performance Franklin performance

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Portfolio Performance Data
    3 years ago
Topic Tags:  Sector performance (1) , Franklin (1) , performance (3) ,

Search Blog

Recent Posts

  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Millikan Portfolio Review: 9 April 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026
  • Copernicus Portfolio Review: 6 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 621 Topics
  • 791 Posts
  • 4 Online
  • 290 Members
Our newest member: Bob
Latest Post: 4/17/2026 Update
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.0.6

(Visited 36,806 times, 1 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

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

Search

Recent Posts

  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026
  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026

Recent Comments

  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Buffett Indicator & Shiller PE Ratio
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Beating the Dow With Bonds
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026

General Investment News

Portfolios coming up for review.  Einstein, Carson, and Pauling 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 4): 23 June 2023
  • Darwin 2026: 2 January 2026
  • Bullish Percent Indicators: 24 February 2023
  • Kahneman-Tversky Portfolio Review: 7 July, 2023
  • Franklin Sector BPI Portfolio: 17 October 2024
  • Bullish Percent Indicators: 16 February 2024
  • Rutherford-Darwin Portfolio Review: 24 January 2025
  • Rutherford Portfolio Review (Tranche 3): 1 November 2024
  • Kahneman-Tversky Portfolio Review: 10 May, 2024
  • “Sell In May And Go Away”
  • Retirement Planning Mistake #5

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d