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You are here: Home / Archives for 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

Franklin Sector BPI Portfolio Review: 22 October 2025

October 22, 2025 By Lowell Herr 1 Comment

Patients paid off as there was action this week in the sectors market.  Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one.  Not showing up in the first screenshot is the addition of another two shares of SHV […]

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

Franklin Sector BPI Portfolio Review: 19 September 2025

September 19, 2025 By Lowell Herr Leave a Comment

Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs.  I use StockCharts for this information.  Last Friday the Consumer Staples sector came so close to the 30% bullish signal that I placed orders for VDC […]

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

Franklin Sector BPI Portfolio Review: 3 September 2025

September 3, 2025 By Lowell Herr Leave a Comment

In keeping with the conservative position I added another 12 shares of SHV to the Franklin portfolio.  Since no sectors are oversold something needs to be done with available cash that comes in from dividends and new cash.  Should we see a market draw-down of 10% or more, I plan to sell shares of SHV […]

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

Franklin Sector BPI Portfolio Review: 15 July 2025

July 17, 2025 By Lowell Herr Leave a Comment

Franklin is one of three Sector BPI portfolios, all named after women scientists.  Since the last review of the Franklin, shares of VHT and VOX were sold out of the portfolio leaving shares in Consumer Staples (VDC)  and Energy (VDE).  The Franklin also holds shares in VOO and the bulk of the portfolio resides in […]

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

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