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You are here: Home / Archives for ITA Portfolios / Franklin Portfolio

Franklin Sector BPI Update: 28 January 2026

January 28, 2026 By Lowell Herr Leave a Comment

As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio.  No sectors are in the oversold zone as we continue this bull market move.  Sectors in the overbought zone (70% bullish

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio

Franklin Sector BPI Portfolio Update: 20 February 2026

February 20, 2026 By Lowell Herr Leave a Comment

Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios.  Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen Performance Index.  The Jensen is also

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio

Franklin Sector BPI Portfolio Review: 20 March 2026

March 20, 2026 By Lowell Herr Leave a Comment

Recent market declines kicked several sectors into the oversold zone.  The Franklin ETFs impacted are:  VCR, VDC, VFH, VHT, VIS, and VOX.  When I ran the Bullish Percent Indicator (BPI) numbers before the market opened, Industrial registered 31.64 and Consumer Staples was 30.55. 

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio

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