Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data. At this time no sectors are listed in the oversold zone and we already have all the overbought sectors either sold or still holding Trailing Stop […]
Franklin Portfolio Review: 13 September 2023
Franklin is the Sector BPI Plus portfolio up for review this morning. No changes are anticipated as the three sectors calling for a Buy are already filled. Utilities (VPU) is actually over-subscribed. Cash is limited and I’ll explain what I am doing with that money.
Franklin Sector BPI Portfolio Update: 27 September 2023
Like the Carson, which I reviewed yesterday, the Franklin is one of six Sector BPI Plus portfolios. This investing model is rather new and unique to the ITA Wealth Management site. At least I’ve not found anything quite like it on the Internet. Several links are provided at the bottom of this post to help […]
Franklin Sector BPI Portfolio Review: 2 October 2023
Several Sector BPI Plus portfolios are scheduled for review this week. Franklin is the first. I checked the BPI data this morning and it is too early for any Monday data to show up. I expected to see the market move up based on the U.S. Government remaining open for business. Instead, the market opened […]
Franklin Sector BPI Portfolio Review: 18 October 2023
Franklin is the Sector BPI portfolio scheduled for review this morning. A number of months ago this portfolio was a “laggard.” Improvement began when this portfolio was moved to the Sector BPI Plus investing model. Follow the analysis below for additional information.
Franklin Sector BPI Portfolio Update: 30 October 2023
After the market opened this morning I proceeded to reallocate and/or rebalance the Carson, Bohr, and now the Franklin portfolios. Not all limit orders were struck, but all three portfolios are set to finish out 2023 without too much further trading. Follow along as I review the Franklin, one of the newer Sector BPI portfolios.
Franklin Sector BPI Portfolio Review: 17 November 2023
As we review the Franklin, Technology remains the only overbought sector. With a rather flat market this morning it seems unlikely we will see any other sectors rise to the overbought level when the BPI spreadsheet is updated tomorrow. This is a period when we wait on the market for the next upward push.
Franklin Sector BPI Portfolio Review: 28 November 2023
Franklin is the Sector BPI portfolio up for review this morning. I moved the Franklin from a Dual Momentum™ style portfolio over to the Sector BPI model last February so we are coming up on a year of operation. Keep this in mind when you look over the Risk Ratios data. Since the most recent […]
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