Gondola in Venice, Italy
The primary reason for this Carson review is to continue to build a base of information for the BPI Model. Several links are provided at the bottom of this post for readers who are new to this unique investing approach.
Carson Sector Quiver
A new addition to the investment quiver worksheet is the column on the far right. The % of Portfolio shows what percentage of the total portfolio each security occupies. Currently, there is only one sector in the Buy zone and it is Energy (VDE). The Carson holds 24.8% in Energy and the recommended maximum is 25%. No other changes are recommended this week.
VOX , VPU, and now VNQ are positioned in the neutral zone. VNQ was over-bought so it is operating under a 3% TSLO.
Carson Performance Data
The Carson lost a little ground to the AOA benchmark, but still leads by a significant amount. The following data runs from 11/30/2020 through 12/16/2022 or a little over two years. Remember that the Carson operated as an LRPC model for nearly all this time. If you have questions related to the conversion to the BPI Model, place them in the Comment section provided.
Carson Risk Ratios
Over the past year the Jensen Alpha or Jensen Performance Index has been quite stable. Pay attention to the Sortino Ratio, Jensen, slope of Jensen and Information Ratio. Those are the most important risk factors.
Carson Portfolio: Creating A New Investing Model
Buying Guidelines For BPI Model Portfolios: 9 December 2022
New Carson Launched: 4 November 2022
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