REI Shopping
Before updating the McClintock, a brief word about the current Bullish Percent Indicator (BPI) data. All sectors are bullish with exception of Utilities and Real Estate. No sectors currently held in any of the portfolios are in the overbought zone and there are no sectors oversold. Therefore, no changes are recommended at this time.
The risk-free treasury interest rate dropped a fraction of a percent. Every drop helps to improve the Jensen Alpha ratio.
McClintock Sector BPI Holdings
Below are the current holdings in the McClintock portfolio. All the sector ETFs are close to their target percentage.
McClintock Performance Data
Since 12/31/2025 the McClintock is within striking distance of the S&P 500 (SPY) benchmark. The portfolio is besting all other possible benchmarks with exception of VTI.
McClintock Risk Ratios
Over the past year the Jensen Performance Index (also known as Jensen Alpha) is close to flat. There has been slight improvement since December of 2024 so the portfolio is weathering the market chaos or volatility.
We patiently wait for one or more of the current sector holdings to move into the overbought zone. Should new cash be added to the portfolio the current recommendation is to add to SHV rather than VOO. Keep this in mind if you are managing a Sector BPI portfolio.
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