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Franklin Sector BPI Plus Review: 26 April 2023

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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 […]

Carson Sector BPI Plus Portfolio Update: 20 April 2023

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Carson is the oldest Sector BPI portfolio and thus far the most profitable.  As with the three other Sector BPI portfolios, I’ve added additional securities to patch the logic gap found in the original sector hypothesis.  Those additions are:  1) Dual Momentum options and 2) Income CEF options.  Follow along with the analysis of the […]

Gauss Portfolio Update: 15 April 2023

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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 Quiver The following investment quiver is an expansion of the Sector BPI model and […]

Franklin Portfolio Update With A Bard Example: 12 April 2023

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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 Order (TSLO) under VPU, assuming investors are holding that ETF in their […]

Millikan Portfolio Update: 11 April 2023

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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 as I walk through an update of the Millikan. Millikan […]

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