Several weeks ago I hinted at the possibility of tracking a new portfolio. Today I am officially announcing the launch of the Franklin Portfolio. Here at ITA Wealth Management, portfolios are named after scientists and presidents. The Franklin Portfolio carries the name for several reasons. While never president of the U.S., Benjamin Franklin was an important figure in American history. In addition to Ben, the name of this portfolio carries a second Franklin name for a scientist whose work on the structure of DNA was not properly recognized during her short lifetime. She is, Rosalind Franklin, and I recommend everyone read about her work using the link.
Another reason for bringing the Franklin Portfolio to your attention is to show how one transitions a mature portfolio into the TLH spreadsheet for future management and monitoring. How does one get started working with the TLH spreadsheet? Below is that information through the use of a 12 minute audio/video clip.