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Franklin Sector BPI Portfolio Update: 28 September 2026

As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal.  This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three.  The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have been managing portfolios with the Sector BPI approach it is rare to see this many sectors in … [Read More...]

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Portfolio Management

Bethe Sector BPI Portfolio Review: 11 January 2024

Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold.  Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to protect capital as well as to follow the investing rules for the Sector BPI model.  Since there are no oversold sectors we look to the three U.S. Equity … [Read More...]

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Portfolio Hedge: 27 March 2026

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On 24 March I added the following comment to my Portfolio Hedging Post of 20  March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread and … [Read more]

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