McClintock Sector BPI Portfolio Review: 10 February 2026

Westlake, California

McClintock is the Sector BPI portfolio up for review this morning.  Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT.  Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when recommended for inclusion in the portfolio.  Keep in mind that the recommended percentages are based on an average of three years of volatility.

McClintock Sector Holdings

Below are the current holdings in the McClintock.  Note that VOX is 4.5% below target.  This is likely due to price change.  Although the Communications Services sector is not oversold, I placed a limit order to purchase more shares of VOX.  The order is set a few percentage points below the current price since the sector is not signaling a Buy.

McClintock Performance Data

Since 12/31/2021 the McClintock has outperformed the AOR benchmark, but none of the other benchmarks tracked using the commercial program, Investment Account Manager (IAM).

McClintock Risk Ratios

All risk metrics are above where they were last February with exception of the Information Ratio.

The strong positive slope of the Jensen Performance Index is quite encouraging.

Sector BPI Performance Since McClintock Launch

Readers may be interested in knowing how well the Sector BPI investing model is working.  The following performance data is for the period when I’ve been applying the Sector BPI principles.  Readers can see that the BPI model is outperforming all six tracked benchmarks.  This data bodes well for the Sector BPI investing model.

Comments are encouraged.