Franklin is the Sector BPI portfolio schedule for review today.  I adjusted the Maximum Asset Allocation percentages for the three U.S. Equities in order to emphasize VOO as it is the S&P 500 option.  Holding more shares of VOO will keep the Franklin closer to the S&P 500 (SPY) standard.

Next month ITA will celebrate its 16th birthday.  To hold down the cost of operating this free blog I delete old posts in order to control storage space.  This is why blogs going back more than 10 years are no longer available.  Here is one of the older posts for the Franklin, the portfolio up […]

This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT).  More on this later.  The first thing I did before starting this review was to update all the sector Bullish Percent Indicators (BPI).  A complete BPI post will go […]

Franklin is the Sector BPI portfolio up for review this morning.  I moved the Franklin from a Dual Momentum™ style portfolio over to the Sector BPI model last February so we are coming up on a year of operation.  Keep this in mind when you look over the Risk Ratios data.  Since the most recent […]