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You are here: Home / Archives for Sector BPI

Franklin Sector BPI Portfolio Review: 11 March 2024

March 11, 2024 By Lowell Herr

Time is Archimedes’ lever in investing – Charles D. Ellis “In this portfolio review, we focus on analyzing the sector bullish percent indicators within the Franklin investment portfolio. As of 11 March 2024, our assessment reveals the performance and trends exhibited by these indicators. It is crucial to note that the sector bullish percent indicators […]

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

Millikan Sector BPI Portfolio Review: 8 March 2024

March 8, 2024 By Lowell Herr

I’d compare stock pickers to astrologers, but I don’t want to bad-mouth astrologers. – Professor Eugene F. Fama Millikan is the Sector BPI portfolio scheduled for review this morning.  With a modest percentage in cash and the investment quiver honed to a minimum this portfolio is in an excellent operational position for the coming months.

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

Kepler Sector BPI Portfolio Review: 7 March 2024

March 7, 2024 By Lowell Herr

You have to pick what you’re going to be worried about.  Markets are volatile, but retirement is certain. – Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500.  While the performance data goes back to 12/31/2021 or when the last portfolio was launched, […]

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

Einstein Sector BPI Portfolio Review: 6 March 2024

March 6, 2024 By Lowell Herr

Einstein is the portfolio up for an update this morning.  While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is functioning.  Cash flows in and out of the portfolio […]

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

Pauling Sector BPI Portfolio Review: 5 March 2024

March 5, 2024 By Lowell Herr

Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios.  Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how the Sector BPI investment strategy is working for a less than stellar portfolio. To read […]

Filed Under: Pauling Portfolio, ITA Portfolios, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Pauling Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 29 February 2024

February 29, 2024 By Lowell Herr

Carson, the oldest Sector BPI portfolio, is up for review this morning.  As you go through this analysis pay attention to the latest Sector BPI version and don’t pass up the last two screenshots.  The next to last one lays out the performance of the Carson and the very last screenshot shows the Sector BPI […]

Filed Under: Carson Portfolio, ITA Portfolios, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Franklin Sector BPI Portfolio Review: 27 February 2024

February 27, 2024 By Lowell Herr

Franklin Sector BPI Portfolio Review: 27 February 2024 In this innovative review of the Franklin Sector BPI investment portfolio, we delve into the dynamic world of sector-based investments. Our analysis highlights the potential for growth and reveals the strategic opportunities within each sector. Stay tuned for a comprehensive examination of the Franklin Sector BPI portfolio, […]

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Portfolio Performance, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Bethe Portfolio Review: 26 February 2024

February 26, 2024 By Lowell Herr

The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement “With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, this portfolio aims to maximize returns while minimizing risk. It offers a diversified mix of assets specifically tailored to meet long-term retirement […]

Filed Under: Bethe Portfolio, ITA Portfolios, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Bethe Portfolio, Sector BPI

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  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
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Portfolios coming up for review.  Pauling, Einstein, and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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