ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Portfolio Management
    • Golden Rule of Investing
  • Forums
  • Guest Registration
    • Lifetime ITA Membership
  • Contact
  • Reset Password
  • About Me
You are here: Home / Archives for Franklin Portfolio

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr Leave a Comment

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 […]

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

Franklin Portfolio Review: 29 September 2022

September 29, 2022 By Lowell Herr Leave a Comment

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 […]

Filed Under: Franklin Portfolio, Dual Momentum Tagged With: Dual Momentum, Franklin Portfolio

Franklin Portfolio Review: 26 August 2022

August 25, 2022 By Lowell Herr Leave a Comment

  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 […]

Filed Under: Franklin Portfolio, Dual Momentum Tagged With: Dual Momentum, Franklin Portfolio

Franklin Portfolio Update: 15 July 2022

July 15, 2022 By Lowell Herr 2 Comments

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 […]

Filed Under: Dual Momentum, Franklin Portfolio Tagged With: Franklin Portfolio

Franklin Portfolio Update: 23 March 2022

March 23, 2022 By Lowell Herr Leave a Comment

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, […]

Filed Under: Franklin Portfolio Tagged With: Franklin Portfolio

Franklin and Galileo Updates: 24 January 2022

January 24, 2022 By Lowell Herr 1 Comment

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 […]

Filed Under: Franklin Portfolio, Galileo Portfolio Tagged With: Franklin Portfolio, Galileo Portfolio

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Rutherford Portfolio Review (Tranche 4): 3 February 2023 February 4, 2023
  • Carson Portfolio Review: 1 February 2023 February 1, 2023
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023 January 29, 2023
  • Bullish Percent Indicators: 27 January 2023 January 28, 2023
  • Copernicus Portfolio Review: 27 January 2023 January 27, 2023
  • Rutherford Portfolio Review (Tranche 2): 20 January 2023 January 23, 2023
  • Bullish Percent Indicators: 20 January 2023 January 21, 2023

Recent Comments

  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio: Creating A New Investing Model

Users Online

6 Users Online
Users: 1 Guest, 5 Bots

Popular Posts

  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Bullish Percent Indicators: 9 December 2022
  • Carson Portfolio: Creating A New Investing Model
  • Portfolio Summary: 16 January 2023
  • Bullish Percent Indicators: 13 January 2023
  • Bullish Percent Indicators: 20 January 2023
  • Carson Portfolio Review: 1 February 2023
  • Rutherford Portfolio Review (Tranche 1): 9 December 2022
  • ITA Portfolios: Summarizing Investing Approaches

General Investment News

Portfolios coming up for review are:  Carson, Pauling, Franklin, Kepler, Huygens, and Schrodinger.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Life Insurance: My Story
  • Rutherford Portfolio Review (Tranche 1): 17 June 2022
  • Kepler Portfolio Review: 16 July 2021
  • The Feynman Study: Part 1
  • Rutherford Portfolio Review (Tranche 1): 13 May 2022
  • Kahneman-Tversky Portfolio Review: 2 September, 2022
  • Bullish Percent Indicators: 11 November 2022
  • Hawking Portfolio Review – 1 March 2022
  • Kahneman-Tversky Portfolio Review: 30 December, 2022
  • Bullish Percent Indicators: 21 January 2022
  • Schrodinger Portfolio Review: 21 July 2022

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.