Carson Sector BPI Portfolio Review: 26 January 2026

Cargo ships anchored in Columbia River

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 Trailing Stop Loss Order (TSLO) was struck when the market dipped a few days ago.

At this point we patiently wait for one of the sectors to drop into the oversold zone or down to 30% of the stocks within the sector showing a bullish signal.  We collect or observe this data using BPI information found within StockCharts.

Carson Sector BPI Holdings

Below are the current holdings for the Carson.  Several limit orders are in place to fill in a few gaps and I added another 82 shares of SHV so as to increase income while we wait for some sector action.

Carson Performance Data

Since 12/31/2021 the Carson is once more leading the S&P 500 (SPY) – if only slightly.  This is particularly noteworthy as it is most difficult to consistently outperform this broad index.

Carson Risk Ratios

On a risk adjusted basis the Jensen Alpha is at a very high level (6.88) for the Carson portfolio.  This is not quite a high point for the year, but it is challenging that position.  Likewise, the Information Ratio is performing very well.

All four values are higher than they were one year ago.

The Risk Ratio data underscores how well the Sector BPI investing model is working.

Share this URL with friends and family.