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You are here: Home / Archives for Franklin Portfolio

Franklin Sector BPI Portfolio Update: 28 September 2026

September 28, 2026 By Lowell Herr Leave a Comment

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 […]

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

Franklin Sector Portfolio Update: 2 September 2026

September 2, 2026 By Lowell Herr Leave a Comment

Since the last update of the Franklin Sector BPI portfolio shares of VAW, VDE, VGT, VOX, and VDC were sold out of the portfolio.  Yesterday, Utilities (VPU) dropped into the oversold zone so I added shares of VPU to the Carson, Franklin, and McClintock portfolios.  That addition of 20 shares shows up in the current […]

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

Franklin Portfolio Update: 6 August 2026

August 6, 2026 By Lowell Herr Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

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

Franklin Sector BPI Portfolio Update: 10 July 2026

July 10, 2026 By Lowell Herr Leave a Comment

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the […]

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

Franklin Sector BPI Portfolio: 12 June 2026

June 12, 2026 By Lowell Herr Leave a Comment

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du Plessis and Thomas J. Dorsey.  Du Plessis […]

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

Franklin Sector BPI Portfolio Review: 12 May 2026

May 12, 2026 By Lowell Herr 2 Comments

Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management.  This investing model is not likely to be available elsewhere on the Internet so pay close attention.  Of the portfolios that are likely to withstand a recession as well as the coming Financial Repression, these three portfolios have a high probability […]

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

Franklin Sector BPI Portfolio Review: 14 April 2026

April 14, 2026 By Lowell Herr 1 Comment

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be an effective investing model. The basic idea behind the Sector BPI […]

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

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.  This is why I placed limit orders for VIS and VDC.  Readers […]

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

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