Carson Sector BPI Portfolio Update: 23 April 2026

Tourist

Carson is one of three portfolios using the Sector BPI investing model.  When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios.  Just another reminder as to how well the Sector BPI investing model is working.

Over the past several months there has been some activity among the eleven (11) sectors.  Most of the activity is now in the overbought zone so I set 3% Trailing Stop Loss Orders (TSLOs) under those ETFs that represent or cover the different overbought sectors.

Carson Security Holdings

Due to recent sector activity the Carson is holding shares in more sectors than we have see for some time.  If you have dialed into the Forum section of this blog you have seen the updates I posted as to what sectors were either oversold or overbought.  Several sectors now have 3% TSLOs in place.

Carson Performance Data

Since 12/31/2021 the Carson has outperformed all tracked benchmarks including the S&P 500 (SPY).  As the oldest Sector BPI portfolio, the Carson is slowly building an excellent history for this investing model.

Carson Risk Ratios

The two most critical risk ratios, Jensen and Information, made gains since March.  While slight, the upward moves are in the right direction.  The Jensen Alpha did not move sufficiently to change the direction of the slope.  It looks like we will need to clear the May and June data of 2025 before we see a positive slope for the Jensen.

Some of the earliest ideas for the Sector BPI investing model date back to the 1950s and 1960s.  To my knowledge, this blog is the only place one can now find active applications to the model.

Here is some data for the other two Sector BPI portfolios.

McClintock Sector BPI Portfolio Review: 9 October 2025

Franklin Sector BPI Portfolio Review: 20 March 2026