Franklin Sector BPI Portfolio Review: 27 February 2025

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Franklin is the next to last portfolio to be review in February.  Tomorrow I will update the Bohr and then we are into March.  Franklin is one of three Sector BPI portfolios.  The other two are Carson and McClintock.

This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector (represented by VAW) is in the oversold zone.  No changes are recommended as VAW is already held in the three Sector BPI portfolios.

As the Sector BPI portfolios come up for review I am making one change as you will see in the following analysis.

Franklin Sector BPI Holdings

Below is the current Franklin portfolio.  Note that we are already holding the oversold Materials sector by the 14 shares in VAW.  The primary change to the Franklin is the addition of SHV.  With the market this high plus the underlying chaos within the U.S. Government, by adding this low volatile ETF I am lowering the beta of the Franklin.  I will be doing the same with the Carson and McClintock.

Franklin Performance Data

Since 12/31/2021 the Franklin has managed to remain close to the S&P 500 (SPY).  This portfolio is outperforming all the other possible benchmarks I’m tracking using the commercial software, Investment Account Manager.

Franklin Risk Ratios

While the Franklin trails the SPY benchmark by a small amount, the Jensen Performance Index (also goes by Jensen Alpha) is positive.  All four risk ratios are above where they were in February of 2024 with exception of the Information Ratio.  Were the Franklin to be topping SPY the Information Ratio would also be positive.

The slope of the Jensen is essentially flat.

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