Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA). Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model. Will this trend continue is the cogent question? If interested in the Sector BPI model, follow […]
Millikan Portfolio Review: 22 February 2023
Millikan is the Sector BPI portfolio up for review today. If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark. Energy (VDE) was so close to over-sold that I considered it to be available for purchase as well. That […]
Carson Portfolio Review: 20 February 2023
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 we found two sectors are recommended for purchase and they are, Energy and […]
Bullish Percent Indicators: 17 February 2023
Bullish Percent Indicator data has not generated any purchase signals since late last December. Data this week is different as we have one definite purchase and a second that is so close I’m calling it a Buy. I’ve been eager for this day as it is the beginning of the critical Buy – Sell cycle […]
Franklin Portfolio Review: 8 February 2023
Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone. As you recall from the most recent BPI data, several sectors are in the over-bought zone, of which none are current Franklin holdings. The primary decision […]
Carson Portfolio Review: 6 February 2023
As the original Sector BPI portfolio the Carson is scheduled for review this morning. As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run lies ahead. Should a bull market ensue there are only two […]
Bullish Percent Indicators: 3 February 2023
Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities. The first table shows the broad strength when examining several indexes. The second table is the one we use to guide us in how we manage the Sector BPI portfolios.
Franklin Portfolio Review: 2 February 2023
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.
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