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 […]

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 […]

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 […]

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 […]

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further […]

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are included for investment or if there […]