Carson Sector BPI Portfolio Review: 24 October 2025

Carson is one of three portfolios using the Sector BPI investing model and it is one of the better performing accounts.  Since the last update the Materials sector dropped down into the low 30% bullish zone so I jumped the gun and added 35 shares of VAW to the Carson.

Carson Security Holdings

Below are the current security holdings within the Carson portfolio.  Should any other sectors drop into the oversold zone I will sell shares of SHV and use the cash to purchase shares in the oversold sectors.

Carson Performance Data

Since 12/31/2021 the Carson has outperformed all tracked benchmarks with exception of the S&P 500 (SPY).  Any market dip and the Carson will move back to the top of the list.  The holdings in SHV is designed to protect capital and we don’t see any new buying opportunities.

Carson Risk Ratios

Since last March the Carson has done quite well, but we see a decline since October of 2024.  Holding such a high percentage in cash has definitely been a drag on the Internal Rate of Return (IRR).

Comments are always welcome.