Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore.  This review required a special decision since Telecom (VOX) moved into the oversold zone and there was insufficient cash to purchase shares of VOX.  Franklin did hold Utilities […]

The Franklin portfolio is one of four Sector BPI accounts I’m tracking here at ITA Wealth Management.  Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone.  Those three are:  Energy (VDE), Materials (VAW), and Real Estate (VNQ).  Real Estate dropped from […]

Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What happens when multiple sectors fall into the over-sold zone and the recommended percentage […]

The Franklin is not scheduled for a full review.  I want to begin the March risk ratios so this is an update for this Sector BPI portfolio.  Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed.  Utilities continues to be over-sold and that is the sole sector that is under the waterline.

Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA).  Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model.  Will this trend continue is the cogent question? If interested in the Sector BPI model, follow […]

Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone.  As you recall from the most recent BPI data, several sectors are in the over-bought zone, of which none are current Franklin holdings.  The primary decision […]