Lighthouse on Oregon Coast.
Franklin is another Sector BPI portfolio and one I would have passed over this week were it not for a recommended change. Follow along with the logic below.
Sector BPI Data
Wednesday’s BPI data finds two sectors in the over-sold condition and they are: Energy and Technology. As you will see in a moment, the Franklin already holds shares in VDE and VGT. In fact VDE is over-subscribed by 9%. I’m not sure how that happened, but I don’t intend to sell shares to bring the allocation down to 25%.
I’m posting the BPI data for those readers who might also be experimenting with the Sector BPI model.
Franklin Portfolio Adjustments
The only proposed change is to purchase three more shares of VGT so Technology moves up to the recommended 25% level. Otherwise, no changes are in store for the Franklin.
Buying Guidelines For BPI Model Portfolios: 9 December 2022
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