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You are here: Home / Archives for ITA Portfolios / Carson LRPC

Carson Trio Reviews: 31 January 2022

January 31, 2022 By Lowell Herr 1 Comment

Carson Trio:  The Carson Trio is an experiment where we have the Carson BHS, Carson HA, and Carson LRPC representing the three Kipling investing models.  The fourth model is the Dual Momentum™ and four ITA portfolios are using this model.  In these three Carson portfolios all variables are identical.  The Investment Quivers, look-back periods, and […]

Filed Under: Carson BHS, Carson HA, Carson LRPC Tagged With: Carson Trio

Carson Trio Reviews: 31 March 2022

April 1, 2022 By Lowell Herr 2 Comments

  With the first quarter of 2022 history, it is time to update the Carson Trio.  These three portfolios are an experiment where three investing models, built into the Kipling spreadsheet, are under investigation.  The three models go by the letters, BHS, HA, and LRPC.  There is a fourth model, Dual Momentum™ usable by Kipling […]

Filed Under: Carson LRPC, Carson BHS, Carson HA Tagged With: Carson Trio

Carson Trio Review: 29 July 2022

July 29, 2022 By Lowell Herr 3 Comments

On the last business day of each month the Carson Trio of portfolios are reviewed and updated.  The Carson Trio experiment began over two years ago and during this period we experienced very strong and very weak stock markets.  Looking back, it was an excellent period to be testing three of the four different models […]

Filed Under: Carson BHS, Carson HA, Carson LRPC Tagged With: Carson Trio

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