BPI Model buying guidelines. Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model. They are: Carson and Franklin. Thus far there have been few buying opportunities as the U.S. Equities market is in a mini-bull phase. It may turn into a full […]
Franklin Portfolio Review: 29 September 2022
Franklin is the Dual Momentum™ portfolio up for review this morning. Since 11/30/2022, the Franklin has been one of the worst performing portfolios tracked here at ITA. It is not the model that is at fault, but rather due to the luck-of-review-date as the Franklin seems to come up for review and recommend security moves […]
Franklin Portfolio Review: 26 August 2022
Franklin, one of the four Dual Momentum™ portfolios is up for review this morning and what a contrast in performance compared with the Kepler. The Franklin struggled to show a positive IRR right out of the blocks as it was launched during a bear market. Follow along with this review to see how we […]
Franklin Portfolio Update: 15 July 2022
Even though the Franklin is not up for review for a few weeks, I wanted to take a look to see what the Dual Momentum™ recommendation is as this portfolio is one of the poorest performers here at ITA. Since I set limit orders to move out of equities, as that was the recommendation from […]
Franklin Portfolio Update: 23 March 2022
Next to the youngest of the ITA portfolios is the Franklin, launched at the end of November of 2020. This launch date is the reason the performance data uses 11/30/2020 as the starting date. Only the Copernicus, launched this past January is younger. As one of the Dual Momentum™ portfolios participating in a look-back experiment, […]
Franklin and Galileo Updates: 24 January 2022
Normally I don’t review two portfolios in one blog post, but the Franklin and Galileo are both Dual Momentum™ portfolios and both use the same look-back combination. While neither portfolio is scheduled for an update this morning the down market last week “demanded” a fresh look to see if a new recommendation was in the […]
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