Franklin is a small Sector BPI portfolio that continues to hold its own when compared to the SPY benchmark. We now have a two-year history with this model for the Franklin. The ITA Sector BPI portfolios (five in total) are of different size, are reviewed at different times, and were launched at different periods so […]
Franklin Sector BPI Portfolio: 17 October 2024
It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model. Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the last review shares of VCR and VDC were sold out of the portfolio […]
Franklin Sector BPI Portfolio Review: 19 September 2024
This morning I am reviewing one of five Sector BPI portfolios, the Franklin. The Franklin has been using the Sector BPI model for nearly two years so we are beginning to gain some respect for the results. Portfolios using the Sector BPI model are not for everyone as it requires more attention than many investors […]
Franklin Sector BPI Portfolio Review: 20 August 2024
Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance. The two sectors in the overbought zone are Utilities and Real Estate. I don’t hold securities in either sector so no changes are required at […]
Franklin Sector BPI Portfolio: 24 July 2024
Franklin is one of five Sector BPI portfolios monitored here at ITA Wealth Management. The other four are: Carson, Gauss, McClintock, and Millikan. To reduce my workload I moved several Sector BPI portfolios over to the Asset Allocation model. No sectors are currently in the Buy zone. The lone sector holding, VDC, is not overbought […]
Franklin Sector BPI Portfolio Review: 21 June 2024
Welcome to the first full day of summer. To open up the third quarter I’ll review the Franklin, similar to the Gauss updated yesterday. One major difference between these two portfolios is that the Franklin concentrates on using VOO and VTI when sectors are “out of favor” as is the current situation. As you will […]
Franklin Sector BPI Portfolio Review: 5 June 2024
Sector BPI investing continues to be tested through the Franklin portfolio. Launched in early November of 2022 we now have 1.5 years of data with this portfolio. Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors reached the overbought zone. This leaves the Franklin with over […]
Franklin Sector BPI Portfolio Review: 22 May 2024
The Franklin is one of several Sector BPI portfolios using this investment model since late 2022. Thus far the performance is strong and the risk seems to be under control. This morning I checked on the Bullish Percent Indicator (BPI) data and Technology is within a whisker of the overbought zone. As a result I […]
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