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You are here: Home / Archives for 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

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 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 Review: 19 September 2025

September 19, 2025 By Lowell Herr Leave a Comment

Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs.  I use StockCharts for this information.  Last Friday the Consumer Staples sector came so close to the 30%

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

Franklin Sector BPI Portfolio Review: 12 June 2025

June 12, 2025 By Lowell Herr Leave a Comment

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further […]

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

Franklin Sector BPI Portfolio Review: 4 June 2025

June 5, 2025 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are

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

Franklin Portfolio Review: 31 January 2025

January 31, 2025 By Lowell Herr 1 Comment

Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing approach to

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

Franklin Sector BPI Portfolio: 17 October 2024

October 17, 2024 By Lowell Herr

It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model.  Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the

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

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