Moving wine from Independence to Portland as was done in the late 1800s.
That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal. The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is working better than expected.
Over the past several weeks I’ve noticed an increase in sector volatility. When updating the Bullish Percent Indicator data, pulled in from StockCharts, the movement or change in the bullish percentages has increased. In a way this benefits the Sector BPI investing model.
Carson Security Holdings
Below are the current sector holdings within the Carson portfolio. Holding seven of the eleven sectors is a tad unusual. It is normal to hold two or three sectors at any one time.
As a reminder the percentage assigned to each of the eleven sectors comes from the three-year volatility calculation. The higher the three-year volatility the higher the target percentage.
Carson Performance Data
Since 12/31/2021 the Carson is outperforming the AOR by a wide margin and is just nosing out the S&P 500 (SPY). The gap is even wider when we look at the performance during which the Carson was managed using the Sector BPI model. Check the fourth screenshot below.
Carson Risk Ratios
Over the past year the Jensen Alpha held constant as shown by the slope of zero. The Carson is losing a little ground to the AOR benchmark as noted by the decline in the Information Ratio.
Carson Sector Performance
The following data looks at the performance since 11/01/2022 and includes the ETFs used in the Carson over this period. The Sector BPI model is outstripping all benchmarks including the S&P 500. Moving in and out of Technology (VGT) is the dominate factor in this outstanding performance.
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Carson Sector BPI Portfolio Review: 22 May 2026
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