Franklin is one of three Sector BPI portfolios, all named after women scientists.  Since the last review of the Franklin, shares of VHT and VOX were sold out of the portfolio leaving shares in Consumer Staples (VDC)  and Energy (VDE).  The Franklin also holds shares in VOO and the bulk of the portfolio resides in […]

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further […]

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are included for investment or if there […]

Franklin is one of three portfolios using the Sector BPI management model.  The other two are:  Carson and McClintock.  The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort.  If looking for simplicity, check out the Schrodinger and Copernicus portfolios. With the sector model we […]