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You are here: Home / Archives for 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

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 known as the Jensen Alpha. Investors interested […]

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 and higher) have Trailing Stop Loss Orders in place or are not part of the […]

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

Franklin Sector BPI Portfolio Review: 26 December 2025

December 26, 2025 By Lowell Herr Leave a Comment

This morning I am reviewing another Sector BPI portfolio, the Franklin.  Take time to listen to Ray Dalio in the YouTube video referenced at the bottom of this blog.  Pay no attention to the movement that has Mr. Dalio riding on a bumpy airplane ride.  Pay attention to the content. From everything I am reading […]

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

Franklin Sector BPI Portfolio Update: 24 November 2025

November 24, 2025 By Lowell Herr Leave a Comment

Franklin is one of three portfolios using the Sector BPI investing model.  This model was developed here at ITA.  After patiently waiting many months for one or more sectors to drop into the oversold zone, we have recently had quite a bit of action due to recent market volatility.  The Franklin currently holds ETFs in […]

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

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