{"id":276670,"date":"2025-06-06T07:40:49","date_gmt":"2025-06-06T07:40:49","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/franklin-sector-bpi-portfolio-review-4-june-2025\/"},"modified":"2025-06-06T07:40:49","modified_gmt":"2025-06-06T07:40:49","slug":"franklin-sector-bpi-portfolio-review-4-june-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=276670","title":{"rendered":"Franklin Sector BPI Portfolio Review: 4 June 2025"},"content":{"rendered":"


\n<\/p>\n

\n
\"Franklin<\/p>\n

Iris<\/em><\/p>\n<\/div>\n

Franklin is the Sector BPI portfolio up for review.\u00a0 Included in this blog post is evidence of the viability of the Sector BPI investing model.\u00a0 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 is excess cash available.\u00a0 Follow along with this analysis as I am making a few minor changes in the model.<\/p>\n

Franklin Security Holdings<\/strong><\/p>\n

Below are the current holding for the Franklin.\u00a0 Several sectors were sold since the last review and the cash was reinvested in SHV.\u00a0 This is where one change is taking place.\u00a0 Heretofore excess cash was invested in VOO.\u00a0 While the Franklin continues to hold 10 shares of VOO, instead of adding to this position with the cash that became available do to selling overbought sector ETFs, I am now moving that money into the short-term treasury, SHV as I consider it to be a safer investment during this erratic administration.<\/p>\n

\"Franklin<\/p>\n

Franklin Performance Data<\/strong><\/p>\n

Since early 2022 the Franklin has outperformed the AOR benchmark by a significant margin and is nearly matching the S&P 500.\u00a0 Note how difficult it is to outperform the S&P 500 (SPY).<\/p>\n

\"Franklin<\/p>\n

Franklin Risk Ratios<\/strong><\/p>\n

Increasing holdings in SHV lowered the portfolio beta and that caused the Treynor to soar.\u00a0 The reason I rank the Treynor at the bottom of the four risk measurements is that it is much too dependent on the portfolio beta.\u00a0 Of more importance is the behavior of the Jensen Alpha or Jensen Performance Index.\u00a0 We see improvement in the Jensen since last year and the slope is positive.\u00a0 All good signals.<\/p>\n

\"Franklin<\/p>\n

Sector Performance<\/strong><\/p>\n

The following data is evidence the Sector BPI model is working as laid out in the hypothesis many months ago.\u00a0 We are looking at the performance of the sector ETFs and VOO over the past 3.5 years.\u00a0 If VOO is removed from the list the IRR is even higher.<\/p>\n

When the Bullish Percent Indicator (BPI) for a sector dips to 30% or lower we purchase the ETF that mirrors that sector.\u00a0 When the BPI rises to 70% or higher we place a Trailing Stop Loss Order of 3% under the sector ETF.\u00a0 This simple investing model is crushing the S&P 500, a goal of the model.<\/p>\n

This data comes from the Investment Account Manager software, a commercial product.<\/p>\n

\"Franklin<\/p>\n

Comments are always welcome.\u00a0 Share the URL of this blog with family and friends.\u00a0 It is free to all readers.\u00a0 Sign up as a Guest to have access to all blog posts.<\/p>\n

(Visited 8 times, 8 visits today)<\/p>\n

\n

Like this:<\/h3>\n

Like<\/span><\/span> Loading…<\/span><\/p>\n

<\/div>\n

\n
\n
\n

Discover more from ITA Wealth Management<\/h3>\n

Subscribe to get the latest posts sent to your email.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Iris Franklin is the Sector BPI portfolio up for review.\u00a0 Included in this blog post is evidence of the viability of the Sector BPI investing model.\u00a0 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 […]<\/p>\n","protected":false},"author":1,"featured_media":276671,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[64993,35312,6128,9162,3749,11330],"dealstore":[],"offerexpiration":[],"class_list":["post-276670","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-bpi","tag-franklin","tag-june","tag-portfolio","tag-review","tag-sector"],"yoast_head":"\nFranklin Sector BPI Portfolio Review: 4 June 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=276670\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Franklin Sector BPI Portfolio Review: 4 June 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Iris Franklin is the Sector BPI portfolio up for review.\u00a0 Included in this blog post is evidence of the viability of the Sector BPI investing model.\u00a0 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 […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=276670\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-06T07:40:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1914\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=276670#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=276670\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Franklin Sector BPI Portfolio Review: 4 June 2025\",\"datePublished\":\"2025-06-06T07:40:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=276670\"},\"wordCount\":459,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=276670#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg\",\"keywords\":[\"BPI\",\"Franklin\",\"June\",\"Portfolio\",\"review\",\"Sector\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=276670#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=276670\",\"url\":\"https:\/\/fivemor.com\/?p=276670\",\"name\":\"Franklin Sector BPI Portfolio Review: 4 June 2025 - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=276670#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=276670#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg\",\"datePublished\":\"2025-06-06T07:40:49+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=276670#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=276670\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=276670#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg\",\"width\":2000,\"height\":1914},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=276670#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Franklin Sector BPI Portfolio Review: 4 June 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fivemor.com\/#website\",\"url\":\"https:\/\/fivemor.com\/\",\"name\":\"Som2ny Network\",\"description\":\"Daily Deals\",\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fivemor.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/fivemor.com\/#organization\",\"name\":\"Som2ny Network\",\"url\":\"https:\/\/fivemor.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"width\":300,\"height\":86,\"caption\":\"Som2ny Network\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/fivemor.com\"],\"url\":\"https:\/\/fivemor.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Franklin Sector BPI Portfolio Review: 4 June 2025 - Som2ny Network","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fivemor.com\/?p=276670","og_locale":"en_US","og_type":"article","og_title":"Franklin Sector BPI Portfolio Review: 4 June 2025 - Som2ny Network","og_description":"Iris Franklin is the Sector BPI portfolio up for review.\u00a0 Included in this blog post is evidence of the viability of the Sector BPI investing model.\u00a0 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 […]","og_url":"https:\/\/fivemor.com\/?p=276670","og_site_name":"Som2ny Network","article_published_time":"2025-06-06T07:40:49+00:00","og_image":[{"width":2000,"height":1914,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=276670#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=276670"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Franklin Sector BPI Portfolio Review: 4 June 2025","datePublished":"2025-06-06T07:40:49+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=276670"},"wordCount":459,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=276670#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg","keywords":["BPI","Franklin","June","Portfolio","review","Sector"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=276670#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=276670","url":"https:\/\/fivemor.com\/?p=276670","name":"Franklin Sector BPI Portfolio Review: 4 June 2025 - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=276670#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=276670#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg","datePublished":"2025-06-06T07:40:49+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=276670#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=276670"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=276670#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/06\/Iris-10-1.jpg","width":2000,"height":1914},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=276670#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Franklin Sector BPI Portfolio Review: 4 June 2025"}]},{"@type":"WebSite","@id":"https:\/\/fivemor.com\/#website","url":"https:\/\/fivemor.com\/","name":"Som2ny Network","description":"Daily Deals","publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fivemor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/fivemor.com\/#organization","name":"Som2ny Network","url":"https:\/\/fivemor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","width":300,"height":86,"caption":"Som2ny Network"},"image":{"@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","caption":"admin"},"sameAs":["https:\/\/fivemor.com"],"url":"https:\/\/fivemor.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/276670","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=276670"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/276670\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/276671"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=276670"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=276670"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=276670"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=276670"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=276670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}