Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors. The current holdings of Staples and Utilities are residing in the neutral zone. Over $2,200 remains in cash so we need to decide what to do with that money. […]
Franklin Sector BPI Portfolio Review: 11 March 2024
Time is Archimedes’ lever in investing – Charles D. Ellis “In this portfolio review, we focus on analyzing the sector bullish percent indicators within the Franklin investment portfolio. As of 11 March 2024, our assessment reveals the performance and trends exhibited by these indicators. It is crucial to note that the sector bullish percent indicators […]
Franklin Sector BPI Portfolio Review: 27 February 2024
Franklin Sector BPI Portfolio Review: 27 February 2024 In this innovative review of the Franklin Sector BPI investment portfolio, we delve into the dynamic world of sector-based investments. Our analysis highlights the potential for growth and reveals the strategic opportunities within each sector. Stay tuned for a comprehensive examination of the Franklin Sector BPI portfolio, […]
Franklin Sector BPI Portfolio Review: 9 February 2024
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.
Franklin Sector BPI Portfolio Review: 31 January 2024
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 […]
Franklin Sector BPI Portfolio Review: 16 January 2024
Franklin is the Sector BPI portfolio up for review and included in this blog post is additional Kipling SS information for those new subscribers using this spreadsheet. The Franklin has been using the Sector BPI model for roughly a year so we are beginning to build useful data, although one year in the stock market […]
Franklin Portfolio Review: 3 January 2024
Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios. The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios. Readers interested in the Sector BPI model will find this Seeking Alpha article of interest. Click on this link and take a […]
Franklin Sector BPI Portfolio Review: 8 December 2023
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 […]
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