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You are here: Home / Archives for Franklin Portfolio

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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