Welcome to Ground Hog Day. Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model. Time will tell as to whether this was a wise move. Since no moves are recommended, this review is short and sweet.
Franklin Portfolio Review: 26 January 2023
Franklin is one of the newer Sector BPI portfolios having moved from the Dual Momentum™ model over to the Sector BPI model as I was not pleased with the DM performance.
Franklin Portfolio Review: 19 January 2023
Franklin shed 40 shares of Energy (VDE) this morning as the market plunged lower. In the following Sector BPI Model readers will see how well the Franklin is performing with respect to its benchmark. Tomorrow I will check in on another Sector BPI portfolio to see if the selloff moved any of sectors into the […]
Franklin Portfolio Update: 12 January 2023
Updating the BPI sector data this morning I find all sector ETFs continue to reside between the 30% and 70% bullish zones although Energy (VDE) is approaching the 70% bullish zone. Another one or two good days and it will be necessary to place a 3% TSLO on VDE.
Franklin Portfolio Update: 5 January 2023
Franklin is another Sector BPI portfolio and one I would have passed over this week were it not for a recommended change. Follow along with the logic below.
Buying Guidelines For BPI Model Portfolios: 9 December 2022
BPI Model buying guidelines. Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model. They are: Carson and Franklin. Thus far there have been few buying opportunities as the U.S. Equities market is in a mini-bull phase. It may turn into a full […]
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