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Franklin Sector BPI Portfolio Review: 8 May 2025

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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 […]

Franklin Sector BPI Portfolio Review: 7 March 2025

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“Markets can remain irrational a lot longer than you and I can remain solvent.” – John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning.  Technology joins the oversold sectors which now numbers four.  When the Individual-1 tariffs are in place expect more […]

Franklin Sector BPI Portfolio Review: 27 February 2025

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Franklin is the next to last portfolio to be review in February.  Tomorrow I will update the Bohr and then we are into March.  Franklin is one of three Sector BPI portfolios.  The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector […]

Carson Sector BPI Portfolio Review: 14 February 2025

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Happy Valentine’s Day Today marks the 17th anniversary of the ITA Wealth Management blog.  Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 posts.  I moved to a more secure server since this unfortunate event.  Many out-of-date posts have been […]

Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing approach to portfolio management.  At the bottom of this blog are […]

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