Franklin Sector BPI Portfolio: 24 July 2024

Heceta Lighthouse near Route 101 on Oregon Coast.

Franklin is one of five Sector BPI portfolios monitored here at ITA Wealth Management. The other four are: Carson, Gauss, McClintock, and Millikan. To reduce my workload I moved several Sector BPI portfolios over to the Asset Allocation model.

No sectors are currently in the Buy zone. The lone sector holding, VDC, is not overbought so no action is required when it comes to sectors.

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Franklin Security Holdings

Below are the current holdings within the Franklin. The only decision is what to do with the $6,700 in cash.

Franklin Manual Risk Adjustments

Limit orders are set to pick up more shares of VTI and VOO with an emphasis on VOO as the goal of the Franklin is to match or surpass the S&P 500.

Franklin Performance Data

Since 12/31/2021 the Franklin has outperformed the SPY benchmark as well as all other potential benchmarks.

Franklin Risk Ratios

While the July risk ratio values are not at the high point over the past year, all are positive. The slope of the Jensen Alpha is a relative strong 0.11 and will increase once July 2023 data is truncated.