The Franklin is not scheduled for a full review.  I want to begin the March risk ratios so this is an update for this Sector BPI portfolio.  Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed.  Utilities continues to be over-sold and that is the sole sector that is under the waterline.

Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What happens when multiple sectors fall into the over-sold zone and the recommended percentage […]

The Franklin portfolio is one of four Sector BPI accounts I’m tracking here at ITA Wealth Management.  Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone.  Those three are:  Energy (VDE), Materials (VAW), and Real Estate (VNQ).  Real Estate dropped from […]

Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore.  This review required a special decision since Telecom (VOX) moved into the oversold zone and there was insufficient cash to purchase shares of VOX.  Franklin did hold Utilities […]

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is […]