Church located in Bodie Historic State Park – California.
Carson is next to the last portfolio to be reviewed in 2025. Tomorrow I will update the Millikan portfolio. The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing model is working as projected by the theory some years ago.
No new sectors are in the oversold zone so no new purchases are recommended. Of the overbought sectors we do not hold any ETFs so no new action is forthcoming.
Carson Sector BPI Portfolio
Technology (VGT) was sold since the last update raising more cash. I have a limit order in place to pick up more shares of SHV, a holding tank that earns more interest than the Schwab money market.
Consumer Discretionary (VDC) and Real Estate (VNQ) are below target, likely due to price changes since the original purchase. Since neither are in the oversold zone we do nothing. We are now in a waiting game until the next signals show up.
Carson Performance Data
Since 12/31/2021 the Carson has outperformed all possible benchmarks with exception of SPY. As frequently stated, it is difficult to beat the S&P 500 in a bull market.
Carson Risk Ratios
Despite the high values, the Carson is well below where it was last December. When values such as the Jensen are this high it is extremely difficult to move much higher unless we are in a strong bull market.
Comments are always welcome.
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