Abandoned house in Eastern Oregon
Carson is the Sector BPI portfolio scheduled for review this summer morning. As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold. Shares of VGT were added, but as I recall I was a day or so late to spot the oversold reading from Technology so I missed a few points from the early bounce.
Carson Sector Holdings
Below are the current Carson holdings. It is a tad rare to see a sector portfolio holding this many sector Exchange Traded Funds (ETFs). Neglect the sectors holding a single share. I am hanging on to a single share to make it easier to update the Investment Account Manager (IAM) software when a sector is purchased.
Carson Performance Data
Since 12/31/2021 the Carson turned in a remarkable 12.22% Internal Rate of Return. This is a tad better than the very strong S&P 500 (SPY). As readers will see in the last screenshot, the performance is even better since moving to the Sector BPI investing model.
Carson Risk Ratios
This month the Carson hit a Jensen high for the year. Neither the Treynor or Information Ratios are at their peak for the year. The Jensen Alpha slope is a modest 0.03 or essentially flat.
Carson Performance Since Sector Launch
Since launching on 11/1/2022 the Carson has performed remarkably well. VGT is a standout among the eleven sectors.
Carson Sector BPI Portfolio Review: 22 May 2026
Franklin Sector BPI Portfolio Review: 20 March 2026
McClintock Sector BPI Portfolio Review: 9 October 2025
The above links provide readers with additional information when it comes to Sector BPI investing.
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