Franklin is the Sector BPI portfolio scheduled for review this morning.  A number of months ago this portfolio was a “laggard.”  Improvement began when this portfolio was moved to the Sector BPI Plus investing model.  Follow the analysis below for additional information.

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government remaining open for business.  Instead, the market opened […]

Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data.  At this time no sectors are listed in the oversold zone and we already have all the overbought sectors either sold or still holding Trailing Stop […]

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as all other sector holdings managed to hit their Trailing Stop Loss Order (TSLO) strike price.  […]

The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago.  Since the conversion the return/risk ratio improved.  Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months.  Using the slope of the Jensen […]