As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed up I set a Trailing Stop Loss Order for VNQ.  The […]

As one of four Sector BPI portfolios, the Franklin continues to benefit from the sector investing model.  Those benefits, while early in the hypothesis phase, are beginning to show promise as we can see from this data.  Since the last review or update the Industrial (VIS) was sold out of the Franklin as the TSLO […]

Next week is going to be a heavy week for portfolio reviews.  See the middle bottom footer.  To gain a head start I’ll begin with an update of the Franklin as little action is required.  ITA readers will recall that the Franklin began as a Dual Momentum™ portfolio, but with mixed performance results.  The goal […]

In the early years of the Franklin this was a Dual Momentum™ portfolio or should I say it was managed using the DM model.  Dissatisfied with performance I moved the Franklin over to the Sector BPI investing model.  While it is still too early to know if this was a positive move, the early signs […]