McClintock is the Sector BPI portfolio up for review this morning. Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT. Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when … [Read More...]
McClintock Sector BPI Portfolio Review: 10 February 2026
McClintock is the Sector BPI portfolio up for review this morning. Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT. Of all the sectors, Technology is the most volatile and … [Read more]
Schrodinger Portfolio Review: 29 January 2026
The question, "Who will manage the family portfolio when I die?" gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. … [Read more]
Franklin Sector BPI Update: 28 January 2026
As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio. No sectors are in the oversold zone as we continue this bull market move. Sectors in the overbought zone (70% bullish … [Read more]
Millikan Portfolio Review: 27 January 2026
The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot … [Read more]
Carson Sector BPI Portfolio Review: 26 January 2026
Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios. Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the … [Read more]
Beta: A Brief Description
What is beta and how is it measured? In the context of an investment portfolio, beta refers to a measure of a stock's volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile … [Read more]
McClintock Sector BPI Portfolio Update: 16 January 2026
We end an active week of portfolio reviews with an update of the McClintock. McClintock is one of the youngest Sector BPI portfolios with a 2-year history. Thus far the Sector BPI investing model is showing itself to be a very workable investing … [Read more]
Copernicus Portfolio Update: 15 January 2026
Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point … [Read more]
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