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You are here: Home / Archives for Sector BPI

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr 1 Comment

Franklin is the Sector BPI portfolio I’m examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses a question of what to do

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

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr 2 Comments

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow.

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

Gauss Portfolio Update: 15 April 2023

April 15, 2023 By Lowell Herr Leave a Comment

This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment

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

Franklin Portfolio Update With A Bard Example: 12 April 2023

April 12, 2023 By Lowell Herr 13 Comments

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss

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

Millikan Portfolio Update: 11 April 2023

April 11, 2023 By Lowell Herr Leave a Comment

Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index.  Follow along

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

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr 17 Comments

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators, Sector BPI

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr Leave a Comment

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data

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

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations

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

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