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You are here: Home / Archives for Franklin Portfolio

Franklin Portfolio Review: 19 January 2023

January 18, 2023 By Lowell Herr

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 […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Franklin Portfolio Update: 12 January 2023

January 12, 2023 By Lowell Herr

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.

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio

Franklin Portfolio Update: 5 January 2023

January 5, 2023 By Lowell Herr

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.

Filed Under: Franklin Portfolio Tagged With: Franklin Portfolio

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

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 […]

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

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