Acapulco Cliff Divers – Two flyers and one waiting to jump.
Carson is one of the first portfolios I converted to the Sector BPI model. Thus far it is working quite well, but it is still much too early to draw any viable conclusions.
As with the Millikan, we are checking in on Utilities (VPU) to make sure the Carson is holding a full (15%) in this sector ETF.
Carson Sector BPI Investment Quiver
The Carson holds 50 shares of VPU and this brings the percentage of the total portfolio up to 14.6% of the total. This is acceptable. Holdings in VTI, SCHP, and ESGV will be sold should I need cash to populate any other sectors should they dip into the over-sold zone. That does not look eminent.
Carson Performance Data
Since late 2021 the Carson has decimated all the benchmarks I’m tracking using the Investment Account Manager software. The goal is to maintain these margins. That is not going to be easy to accomplish.
Carson Risk Ratio
While it is very early in March, the Sortino matched its January 2023 high number of 2.04. I’m very pleased to see the Jensen Performance Index (also goes by Jensen Alpha) take a nice leap forward.
The increase from 3.26 to 3.45 for the Information Ratio indicates the last few positive days are helping the Carson gain ground on the AOA benchmark.
Overall, the Carson is performing quite well. The one disappointment is the slope of the Jensen. We want that to turn from negative to positive.
If you are interested in more details as to how the Sector BPI model works, check out these three links.
Carson Portfolio: Creating A New Investing Model
New Carson Launched: 4 November 2022
Buying Guidelines For BPI Model Portfolios: 9 December 2022
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