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You are here: Home / Archives for Franklin Portfolio

Franklin Sector BPI Portfolio Review: 12 June 2025

June 12, 2025 By Lowell Herr Leave a Comment

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 […]

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

Franklin Sector BPI Portfolio Review: 4 June 2025

June 5, 2025 By Lowell Herr Leave a Comment

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 […]

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

Franklin Sector BPI Portfolio Review: 8 May 2025

May 8, 2025 By Lowell Herr

Franklin is one of three portfolios using the Sector BPI management model.  The other two are:  Carson and McClintock.  The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort.  If looking for simplicity, check out the Schrodinger and Copernicus portfolios. With the sector model we […]

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

Franklin Sector BPI Portfolio Review: 7 March 2025

March 8, 2025 By Lowell Herr

“Markets can remain irrational a lot longer than you and I can remain solvent.” – John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning.  Technology joins the oversold sectors which now numbers four.  When the Individual-1 tariffs are in place expect more […]

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

Franklin Sector BPI Portfolio Review: 27 February 2025

February 27, 2025 By Lowell Herr

Franklin is the next to last portfolio to be review in February.  Tomorrow I will update the Bohr and then we are into March.  Franklin is one of three Sector BPI portfolios.  The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector […]

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

Franklin Portfolio Review: 31 January 2025

January 31, 2025 By Lowell Herr

Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing approach to portfolio management.  At the bottom of this blog are […]

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

Franklin Sector BPI Portfolio Review: 30 December 2024

December 30, 2024 By Lowell Herr

Franklin is the final scheduled portfolio review for 2024.  Instead of a Santa Clause rally we appear to merit only lumps of coal.  Is the market “girding its loins” for four years of chaos?  As I mentioned some time ago, we are likely to see some buying opportunities in the near future.  Several limit orders […]

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

Franklin Sector BPI Portfolio Review: 26 November 2024

November 26, 2024 By Lowell Herr

Franklin is one of five Sector BPI portfolios with a current holding of one sector ETF, VDE or Energy.  This morning I checked the Bullish Percent Indicator for Energy and it is holding steady at 63.63% bullish.  When Energy reaches the 70% bullish mark I will place a 3% Trailing Stop Loss Order (TSLO) under […]

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

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