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You are here: Home / Archives for Franklin Portfolio

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow.

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

Franklin Sector BPI Update: 18 April 2023

April 18, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past

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

Franklin Portfolio Update With A Bard Example: 12 April 2023

April 12, 2023 By Lowell Herr

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss

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

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

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.

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

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